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The primary service we offer at Bassett, Brosius & Dawson, Inc. is our dedication to relationship building with each and everyone of our clients. Our goal is to build a positive relationship first, and then build a positive financial future for our clients utilizing an objective and unbiased approach.
The following are additional services we provide at Bassett, Brosius & Dawson, Inc.
Investment Planning:
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Strategies
Allocation
Diversification
529 Plans
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Management Styles
Statistical Research
Socially Responsible Investing
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Retirement Planning:
Choosing a Retirement Date
Retirement Income Analysis
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Lump Sum Distribution Analysis
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Business Planning:
Structuring New Businesses
Small and Large Companies
Business Continuation Planning
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Business Insurances
Benefit Planning
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Tax Management Planning:
Tax Planning
Income Tax Projections
Cash Management
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Executive Compensation Plans:
- Stock Option Analysis
- Incentive Compensation
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Insurance Planning:
Needs Analysis
Cost Analysis
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Long-Term Care Insurance Decisions
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Estate Planning:
Current Estate Analysis
Wills and Trust Planning
Family Protection
Minimize Taxes and Administrative Costs
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Living Wills
Durable Powers of Attorney
Charitable Gifting Programs
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Email BBD here
Securities Offered Exclusively Through: Raymond James Financial Services, Inc. Member FINRA/SIPC
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