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Erik Baskin, CFP®, MBA

Financial Planner for Military & Veteran Business Owners

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Baskin Financial Planning Erik Baskin, CFP®, MBA
Centerville, OH

Serving Clients Nationwide

Financial Planner for Military & Veteran Business Owners

(719) 203-1462

Website

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 in the Air Force. As I was sitting in my apartment in Cheyenne, Wyoming after work every day, I quickly realized that this wasn't going to be a career for me. It was a great first job, but wasn’t ultimately my calling and didn’t get me up out of bed every morning. I was captain of a Division I hockey team in college, and I still have that competitive drive that I need to harness into something. I knew that I needed 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 computer software, trade foreign exchange, and anything else that I could get my hands on.

One book in particular called the $100 Startup by Chris Guillebeau said that you should find something that people naturally come to you for, something that you are passionate about, and something that people will pay for. 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. I had also seen what the typical financial advisor did for family and friends, and was very frustrated with the lack of transparency, and lack of value for the fees that are paid.

From there on out, I was dead set on building a fee-only financial planning firm to help families align their money with their values. I began building the groundwork for Baskin Financial Planning in early 2019 while getting my MBA, studying for and passing the CFP® exam, then finally launching the business in 2021 all while serving on active duty.
​
Through my time as a financial planner, I have found that the military community is not properly served by one single service and pricing model. Not everyone can afford or needs the help of an ongoing financial planner at all times in their life. To address this problem, I have now gone on to develop specific offerings to best serve the military community and each families’ unique stage in life from younger military members just getting started, to transitioning military members, to Veterans and business owners building life changing wealth.

When I'm not busy nerding out with clients on financial planning and investing, 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 outside on my favorite subject...personal finance.
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

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Business Administration (MBA)

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

Centerville, OH

Additional Locations

📍 3965 Pepperwell Circle, Sugarcreek Township, OH

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • 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 business owners. 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 Disclosure

Who 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
  • Young Families

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.

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