What We Do
Services built around your life, your business, and your legacy.
Whether you're raising a family, running a business, or building long-term wealth, we tailor every decision to the way you actually live.
Family Financial Planning
Your family is the reason all of this matters. Financial planning at Baskets is a living process built around your household, not a one-time document. We help you plan with clarity, protect what you've built, set up the next generation to thrive, and hold you accountable to the goals that matter most. Think of us as a long-term partner, not a transactional advisor.
Goals-based planning
Household cash flow planning
Retirement income strategy
Tax planning and coordination with your CPA
Roth conversion analysis
Social Security optimization
Stock-based compensation planning
College savings strategy
Life and disability insurance review
Estate and beneficiary planning
Generational wealth transfer
Charitable giving and DAF strategy
Family meetings and financial education
Annual plan reviews
How we are paid
One way only: a percentage of the assets we manage. There is no charge for planning, no flat fees, and no commissions.
Custom Management Portfolio
| Assets | Annual AUM Fee |
|---|---|
| $0 to $1,000,000 | 1.00% |
| Above $1,000,000 | 0.90% |
| Above $2,000,000 | 0.70% |
See what working with Baskets looks like in real life.
Client StoriesCommon retirement questions we answer:
In depth guides on the decisions every Texas retiree faces.