Independent. Fee-Only. Built Around Your Timeline.
Planning forretirement
A full team building custom plans that coordinate taxes, estate, and retirement income for business owners, families, and family offices, all in one place.
The Gap
Most people don't have a plan. They have a collection of accounts and a hope.
Old 401(k)s from past employers. A brokerage account you built yourself. A number in your head for when you'll retire, and no real model behind it. That's not a plan, that's a guess with good intentions. Baskets Capital exists to turn that guess into a real, pressure-tested plan, coordinated across your investments, your taxes, your timeline, and what happens after you stop working.
We believe wealth managed well isn't just about the number, it's about what it lets you do for the people you love. That belief shapes every plan we build. More about us.
Who's Behind the Plan
You work directly with our team, not a call center.
Baskets is a hands-on team led by Conner Young and based in Texas. When you call, you talk to the person building your plan. When something needs to happen, it happens quickly. Every client has a direct line to the people responsible for their money, their plan, and their questions.
One Plan
for Pre-Retirees
What would we do?
Built for the years just before retirement.
Most of our clients are five to ten years from retirement. They don't need another portfolio. They need a plan that answers three questions before they stop working.
When can I actually retire?
Retirement income planning, Social Security timing, and healthcare bridging so you know the exact date you can step away with confidence.
How do I keep more of what I've built?
Tax strategy, Roth conversions, RMD sequencing, and charitable giving designed to reduce your lifetime tax bill.
What happens to it after I'm gone?
Estate coordination, trust review, and beneficiary alignment so your family keeps more and taxes take less.
How We Help
Real answers to your questions.
Know exactly when you can retire
Retirement income planning, withdrawal sequencing, and Social Security timing built around your actual timeline, not a generic age.
Keep more of what you've built
Proactive tax planning, Roth conversion strategy, and RMD sequencing coordinated with your CPA to reduce lifetime tax drag.
A portfolio built for your timeline, not a model
Fully custom investment management. Active rebalancing, tax-loss harvesting, and continuous risk evaluation, always tuned to your plan.
If you own the business, we help you exit it well
Entity design, buy-sell coordination, cash flow structure, and succession planning that separates the life the business funds from the business itself.
Make sure it goes where you want it to go
Estate coordination with outside attorneys, beneficiary alignment, and generational transfer strategy so nothing important is left to chance.
Limit the tax bill on your estate
We review account titling, trusts, and beneficiary designations now to reduce estate taxes and keep more with your family.
How It Works
A calm, four-step process. No pressure, no jargon.
Intro conversation
A relaxed first call to understand your situation, your questions, and whether we're a fit. No pressure, no obligation.
Plan review or second opinion
We look at what you have today. Accounts, taxes, estate documents, business structure, and tell you plainly what's working and what isn't.
Build the coordinated plan
Investments, taxes, retirement income, and estate structure designed to work as one system instead of four disconnected pieces.
Ongoing annual adjustments
Life changes. Markets change. Tax law changes. We revisit the plan every year and adjust so it keeps doing its job.
Client Stories