You need protection, and I provide the right protection for YOU!
I provide protection options for YOUR life, because I too LIVE this life.
How we help
Six parts of a Life Plan. Each one is a problem we help you solve.
Life insurance & long-term care
Plan so an illness or death does not leave a partner without income or a way to stay home.
Wealth management
Asset management that aims for growth and protection together.
Income planning
Map how income continues when work income stops.
Estate planning
Education on inheritance, living trusts, and wills, with attorney referrals for the documents.
Strategic tax planning
Plan around tax exposure and fees so they take less of the work you have already done.
Education & ongoing support
A plan written once goes stale. We keep working with you as life changes.
What people say
Truly the right choice for help with finding the right choices for your financial and insurance needs.
Jerry Hunt
We finally had a plan that named our family the way we live, not the way a form assumed we did.
A. Rivera
Placeholder review for this preview. Not a real client.
Clear teaching, no rush, and a protection plan I could actually explain to my partner.
M. Chen
Placeholder review for this preview. Not a real client.
Why we are different
We work with all members of the LGBTQ+ community to prepare a Life Plan, one that will support you through every phase so that you can live your life with passion and purpose.
Basal Financial is a division of Basal Enterprises, Inc., a global consulting firm. We help the LGBTQ+ community create a financially sustainable and fulfilling Life Plan. We look at each phase of a life and build a plan that meets the needs of that phase.
Book an appointment
When you are ready to talk, book a time on the calendar.