Services

The primary service we offer at Bassett, Dawson & Foy, 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.

See our Associates Page to view each Wealth Manager's Process

Click here to view a detailed presentation on the Retirement Planning Process:  Planning For Retirement

and Maximizing Your Social Security Retirement Benefits

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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The following are additional services we provide at Bassett, Dawson & Foy, Inc.
 

Investment Planning:

 

Strategies

Allocation

Diversification

529 Plans

Management Styles

Statistical Research

Socially Responsible Investing
 



 

Retirement Planning:

 

Choosing a Retirement Date

Retirement Income Analysis
 
Lump Sum Distribution Analysis

 



 

Business Planning:

 

Structuring New Businesses

Small and Large Companies

Business Continuation Planning
 
Business Insurances

Benefit Planning

 



 

Tax Management Planning:

 

Tax Mitigation

Income Tax Projections

Cash Management

 

Executive Compensation Plans:

  • Stock Option Analysis
  • Incentive Compensation



 

Insurance Planning:

 

Needs Analysis

Cost Analysis
 
Long-Term Care Insurance Decisions

 



 

Estate Planning:

 

Current Estate Analysis

Wills and Trust Planning

Family Protection

Minimize Taxes and Administrative Costs
 
Living Wills

Durable Powers of Attorney

Charitable Gifting Programs


 


Raymond James does not offer tax or legal advice or services.  Please consult a qualified professional to discuss these matters.
 

Email BDF here