Basinger Investment Group, LLC

CONNECT

Address:


AHWATUKEE
5010 East Warner Road
Suite 208
Phoenix, AZ 85044

SCOTTSDALE
6991 East Camelback Road
Suite D200
Scottsdale, AZ 85251
(by appointment)

Phone:

(480) 855-3993

Fax/Other:

(480) 855-7661

A Disciplined Investment Process

 

   

No matter where you are in your financial journey - it helps to have a trusted guide.

 

Whether your concern is paying too much in taxes or not having enough money to last throughout retirement, we help individuals and business owners to develop and implement a comprehensive investment strategy that fits their unique needs and risk tolerance, helping them to meet their financial objectives.

Together, we'll follow a four-step process to develop your customized plan:

 

Step 1: Understand your goals

We'll listen closely to what you have to say.  We want to understand what's important to you and what you have planned for your life.  This will help us clarify your specific goals.

 

Step 2: Develop a plan

Once we've clarified your goals, we'll work closely with you to develop intelligent financial strategies that make sense for your unique situation.

 

Step 3: Implement recommendations

It is imperative that you understand and are comfortable with your investment strategy. Once we have received your approval,  we will put your plan into action.

 

Step 4: Monitor progress

An investment plan requires continual maintenance to help ensure it stays on target. We will review your plan regularly and make changes to your asset allocation as appropriate.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals