Our Process / 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
Some of our associates utilize the Raymond James Freedom Account Investment Approach.
Click here to view a detailed presentation on the Retirement Planning Process: Planning For Retirement
and Maximizing Your Social Security Retirement Benefits
The following are additional services we provide at Bassett, Dawson & Foy, Inc.
Investment Planning:
Strategies Asset Allocation Diversification 529 Plans Mutual Funds Stocks Bonds / CD's ETF's |
Management Styles Statistical Research Socially Responsible Investing Private Portfolio Management
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Retirement Planning:
Choosing a Retirement Date Retirement Income Analysis Rollover Education |
Lump Sum Distribution Analysis Monte Carlo Simulation |
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:
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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.