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Professional investment management since 1985

Smart Investing For Your Future

Build wealth and secure your financial future with our comprehensive investment services and expert financial advisors.

Investment Portfolio

Track your investments

Total Portfolio Value +12.5% YTD
$847,632.45
+$94,250.00 this year
Asset Allocation Balanced
Stocks 60%
Bonds 25%
Cash 15%

Comprehensive Investment Solutions

From retirement planning to wealth management, we offer a full range of investment services tailored to your goals.

Retirement Planning

Secure your golden years with comprehensive retirement planning and IRA management services.

  • Traditional & Roth IRAs
  • 401(k) rollovers
  • Social Security optimization
  • Required minimum distributions

Portfolio Management

Professional portfolio management with personalized strategies and regular rebalancing.

  • Diversified asset allocation
  • Regular portfolio reviews
  • Tax-efficient strategies
  • Risk management

Wealth Management

Comprehensive wealth management services for high-net-worth individuals and families.

  • Estate planning
  • Trust services
  • Philanthropic planning
  • Family office services

Mutual Funds

Access to a wide range of mutual funds with competitive fees and strong performance history.

  • Index funds
  • Actively managed funds
  • Sector-specific funds
  • International funds

Exchange-Traded Funds

Low-cost ETF options for diversified investing with real-time trading capabilities.

  • Broad market ETFs
  • Sector ETFs
  • Bond ETFs
  • International ETFs

Financial Planning

Comprehensive financial planning to help you achieve your short and long-term goals.

  • Goal-based planning
  • Cash flow analysis
  • Insurance planning
  • Education funding

Proven Investment Performance

Our investment strategies have consistently delivered strong returns for our clients

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% Average Return
0
Investment Clients
0
Billion AUM
0
Years Experience

Investment Tools & Resources

Access powerful tools to help you make informed investment decisions

Investment Calculator

Project potential returns

Portfolio Analyzer

Analyze your portfolio

Market Research

Latest market insights

Investment Education

Learn about investing

Start Building Your Wealth Today

Join thousands of investors who trust BasicFinanceControl with their financial future. Let our expert advisors help you achieve your investment goals.