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BASISWEALTH.COM

Basis Wealth - Smart Planning for Professional Families

Smart Planning for Professional Families

http://www.basiswealth.com/

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CONTACTS AT BASISWEALTH.COM

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Basis Wealth - Smart Planning for Professional Families | basiswealth.com Reviews
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Smart Planning for Professional Families
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1 basis wealth
2 smart plans
3 right process
4 employee benefits
5 expert team
6 history matters
7 reach out
8 welcome
9 attentive to
10 the business benefits
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basis wealth,smart plans,right process,employee benefits,expert team,history matters,reach out,welcome,attentive to,the business benefits,dana mitchell,ed postrozny,stephanie kotsopoulos,ba hons
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Basis Wealth - Smart Planning for Professional Families | basiswealth.com Reviews

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Smart Planning for Professional Families

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1

Employee Benefits - Basis Wealth

http://www.basiswealth.com/employee-benefits

Smart Planning for Professional Families. Employee benefits can make the difference between having a good team or a great one. It can also help you keep them. Employee benefits flow from a philosophy – your philosophy. Quite simply, it shows what kind of employer you want your business to be. For example, if an employee is injured or becomes disabled, what do you want to see happen for them? Are you looking for ways to better protect your business, reward your employees and be tax-smart?

2

Expert Team - Basis Wealth

http://www.basiswealth.com/expert-team

Smart Planning for Professional Families. No great thing happens in isolation, and that’s why we are thrilled with the team of experts we have cultivated and attracted. Let’s face it, you’re looking for expert advice – our job is to deliver it. Meet our team whose entire focus is helping you achieve your goals. BComm, CFP, CLU, CHS. BA Hons Bus., CFP, CLU, CH.F.C. As our founder, Ed has set the tone for respectful, meaningful and enjoyable conversations with every person we meet. You’ll quickly see h...

3

History Matters - Basis Wealth

http://www.basiswealth.com/history-matters

Smart Planning for Professional Families. Ed started his career with an early appreciation of the importance of legacy planning. His father passed away when he was young and this experience showed him how important it is to have protective measures built into a financial plan. Ed remains active in the business and the shift to Basis Wealth is one of the key elements of the transition plan for the business to be carried on to the next generation, namely, his daughter, Dana.

4

Reach Out - Basis Wealth

http://www.basiswealth.com/reach-out

Smart Planning for Professional Families. For more information on how to get your planning started, please contact us. 330 University Avenue, Suite 105. The use of email is not a secure medium and personal information should be transmitted by more secure means.

5

Right Process - Basis Wealth

http://www.basiswealth.com/right-process

Smart Planning for Professional Families. We both know that how something is done, is about as important as what gets done. That’s why our process is so important. At the core of it is a single thought: you have to separate one conversation into two. Let us explain. To do that, we start with Discovery, where we both discover what really matters to you and why that matters. Then, and only then, will we enter into a conversation about how we can help you achieve them.

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Basis Wealth - Smart Planning for Professional Families

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Smart Planning for Professional Families. Smart Planning for Professional Families. Dana Mitchell, Ed Postrozny and the entire Basis Wealth team are focused on one thing: your family having a financial plan that’s based on your values, and real data. We both know that success requires a plan; very few people aimlessly drift to success. That’s why a plan is not enough. Read More. BComm, CFP, CLU, CHS. Dana seems to capture and demonstrate what many believe the next generation of business leaders will be.

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Basis Wealth - Smart Planning for Professional Families

Smart Planning for Professional Families. Smart Planning for Professional Families. Dana Mitchell, Ed Postrozny and the entire Basis Wealth team are focused on one thing: your family having a financial plan that’s based on your values, and real data. We both know that success requires a plan; very few people aimlessly drift to success. That’s why a plan is not enough. Read More. BComm, CFP, CLU, CHS. Dana seems to capture and demonstrate what many believe the next generation of business leaders will be.

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