Erik Baskin
Flat Fee Financial Planner
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Baskin Financial Planning
Erik Baskin
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Advisor
Centerville, Ohio
Serving Clients Nationwide
Flat Fee Financial Planner
Areas of Focus
- Financial Life Planning
- Getting out of Debt
- Investment Management
- Retirement Planning
- Taxes
About Me
In 2018, after graduating the U.S. Air Force Academy with an Economics degree, I began my professional career as a hospital administrator. As I was sitting in my apartment in Cheyenne, Wyoming I quickly realized that the military wasn't going to be a career for me. I was captain of a Division I hockey team in college, and I still had that competitive drive that I needed to harness into something. I knew that I wanted to start a business, I just didn't know what yet.For the next 9 months, I binged business and entrepreneurship books and researched business ideas. I had a One Note with about 20 different ideas. I was teaching myself to code, trade forex, and anything else I could think of.
One book in particular called the $100 Startup by Chris Guillebeau said that you should find something that people naturally come to you for, and something that you are passionate about. This was my lightbulb moment. For me, that thing has always been investing and personal finance. I was always interested in the stock market, and many times found myself in conversations giving people finance pointers.
From there on out, I was dead set on building a financial planning firm to help people align their money with their values. I began building Baskin Financial Planning in early 2019 while getting my MBA and passing the CFP exam, finally launching the business in 2021 all while serving on Active Duty.
Through my time as a financial planner so far, I have found that the military community is not properly served by most financial planning models. Charging a 1% fee on a percentage of assets just doesn't work for military families for many reasons. So I decided to build a firm that delivers fee-only advice for a flat, transparent fee. I have now gone on to develop 3 specific offerings to best serve the military community. Ongoing financial planning and Investment Management, a Military Transition Plan, and a Military Finance Membership. I am also immensely passionate about business owners to help them with every aspect of their business and personal lives.
When I'm not busy building financial plans, I keep busy by spending time with my wife Shelley and my two Greyhounds Rafa and Poppy, coaching hockey, working out, playing golf, hunting, going to country concerts, or reading a book on my favorite subject- personal finance.
Professional Designations
- Candidate for CFP® certification
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Centerville, OH
Additional Locations
📍 3965 Pepperwell Circle, Sugarcreek Township, OH
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory meeting. This is a 30-minute introductory call to see if we could be a mutual fit and that I would add value to your situation in the form of comprehensive financial planning. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Baskin Financial Planning is an independent, fee-only wealth management firm that offers comprehensive financial planning and investment management to military, veterans, and veteran entrepreneurs for a flat, transparent fee. We also specialize in transitioning service members and setting them up for a successful military transition to civilian life. We have developed specific service models for every stage in the military community to meet your unique planning needs.Education
B.S., Economics, U.S. Air Force Academy | MBA, Finance, University of Nebraska
Volunteer Experience
In my spare time, I am a volunteer hockey coach for the local high school hockey team.
Badges
Hobbies and Interests
- Church
- Family
- Golf
- Hockey
- Hunting
- Music
- Reading
- Skiing
- Tennis
- Volunteering
- Walking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Living in Retirement
- Military
- Parents
- Technology Professionals
- Veterans
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
January 22, 2023
Erik is everything and more you would want in a financial planner. He is always available for questions, communicative with all transactions, and knowledgeable in all phases of life decisions. I have trusted Erik with my finances for 6 plus years now and couldn’t ask for a better financial planner for my family.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
January 21, 2023
If you’re a military family looking to secure your financial future, there is no advisor that I would recommend more than Baskin Financial Planning. Erik is an expert navigator of the many financial requirements and resources that are specific to military families, and can easily tailor his services to meet your needs and budget. For any military member, Baskin Financial Planning will be a fantastic service.
◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 25, 2022
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◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 18, 2022
Erik is very professional and easy to work with. He knows military finance backwards and forwards.
◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 25, 2022
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◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 27, 2022
I have been with Erik for less than a year, BUT he has exceeded and continues to exceed my high expectations. In a few short months I have had more accomplished with him than in the previous two years elsewhere. His attention to detail, knowledge and fiduciary position is the winning combination. You know what to expect and are getting what is promised, communication happens throughout the process. I highly recommend!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 25, 2022
–
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:Reviewer is the spouse of the advisor
5 Stars
✅ Wealthtender Certified Advisor Review™
September 17, 2022
Erik’s expertise when it comes to your financial future is unparalleled. He is extremely personable and always has your best interest in mind at all times. You can expect his full attention when you work with him. 100% recommend!
◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
August 30, 2022
Erik has been a dream to work with. I went from knowing nothing about my personal finance to being set up for retirement! He always has time to answer my questions and is extremely personable. I recommend Erik to everyone!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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