Lois E. Kaltenbach-Basil,  CFP<sup>&reg;</sup> - Financial Advisor

Lois E. Kaltenbach-Basil, CFP®

Owner/President

Basil Financial Group

4040 N Lincoln Ave
Chicago, IL 60618
FINANCIAL ADVISOR'S WEBSITE
(773) 697-9528

General

Lois Kaltenbach-Basil is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Basil Financial Group in Chicago, IL and the surrounding communities.

Financial Advisor Experience

As financial professionals, our passion is helping people make smart decisions about their money. Lois created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. We love what we do because we help our clients have happier relationships and more fulfilling lives. When we start working together, we will talk about your needs and how you want to lead your life. Our goal is to create a comfortable, confidential environment where you feel free to discuss your financial and personal concerns. Based upon that information, we will help you create a financial plan that supports your vision. The plan will be comprehensive and include everything from tax preparation and planning to investment strategies, insurance and estate planning, and real estate analysis. For all the work we do together, Basil Financial Group charges just one annual retainer fee. That means you can meet with or speak to us any time during the year if you have new questions or as your situation or goals change.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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