Baskins Asset Management is a wealth management firm based in Sacramento, CA, specializing in providing comprehensive financial advice and solutions to individuals and organizations. With extensive experience in planning, investments, taxes, and estate, their team of experts helps clients align their financial goals with their priorities, ensuring a secure and prosperous future.
They offer personalized services to a wide range of clients, including working professionals, business owners, pre-retirees, retirees, multi-generational families, female investors, and foundations. By listening to their clients' needs and concerns, Baskins Asset Management builds customized financial plans that encompass goal-based financial planning, investment management, retirement planning, estate and legacy planning, tax strategy, family governance, and education. Their mission is to help individuals and organizations achieve their vision of true wealth and maintain it throughout their lives.
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