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.

Click here to view a presentation of Our Process:  The BDF Process

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

 



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 Planning

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


 



 

 

 

Email BDF here

 




Securities Offered Exclusively Through:
Raymond James Financial Services, Inc.
Member FINRA/SIPC