Lois Basil, CFP®

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Lois Basil, CFP®

Basil Financial Group

I created Basil Financial Group to provide comprehensive financial planning to individuals and their families. I love what I do because I know it helps my clients have happier relationships and more fulfilling lives. I am passionate about helping people make smart decisions about their money.

When we start working together, I will ask you how you want to lead your life and what your financial planning goals are. Then I will help you create a financial plan that supports your vision. The plan will be comprehensive and will include everything from tax preparation and planning to investment strategies, insurance and estate and retirement planning.

I charge just one annual retainer fee for the work we do together. This enables you to meet or speak with me whenever you have a question or your life circumstances or goals change

My background and experience

Before opening my financial planning practice I owned an accounting firm serving small businesses, not-for-profit organizations and individuals. I am a member of the Alliance of Comprehensive Planners (ACP), a network of fee-only financial planners that practice a comprehensive approach to financial planning (where I serve on the Board of Directors.) I am also a member of NAPFA and FPA. I received my Bachelor of Arts in Accounting and Business at Augustana College in Rock Island, Ill., and completed my coursework for the Certified Financial Planning Program at Northwestern University.

I live in Chicago with my husband. We have two grown daughters. In my free time, I volunteer at our church and in the community.

Comprehensive Financial Planning
Education Funding
Investment Management
Retirement Planning
Tax Planning & Preparation
Professional Designations
Memberships & Associations
Alliance of Comprehensive Planners (ACP)
National Association of Personal Financial
   Advisors (NAPFA)
Financial Planning Association (FPA)
Additional Info
Accepting New Clients
Fixed Annual Fee
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