Brian Basinger can help you plan for retirement

Looking to plan for your retirement, or need some help managing your assets? Brian Basinger, of Sapient Road Wealth Management, can assist you with all your financial planning needs.

As a financial planner, Basinger offers a full range of services, including retirement plans, college plans, budgeting and wealth management.

“Financial planning can help someone clarify their goals, stay on track or help meet their goals,” said Basinger. “It can give you a road map to get from point A to point B. If you want to reach your goal, here is the path to follow.”

He also helps guide his clients investment options, if they don’t have time themselves or aren’t sure what would be the best options.

“I help clarify what options are out there, what the best option is, and educate people,” he said.

Wealth management is the most popular service he provides, said Basinger. The second most common is retirement planning. “People wanting to know how they can retire at a certain level is most common,” he said.

Basinger said his experience in the industry and his education makes him a the right choice for your financial planning needs. Sapient Road Wealth Management is also a small operation, so clients will deal with him directly.

A Rancho Bernardo resident who graduated from Poway High School, Basinger began working in financial planning in 2006. Prior to that, he worked as a trader at the American Stock Exchange, trading stock options.

“I wanted to stay in the market, but I wanted to be back in San Diego,” said Basinger.

He split his time between the East Coast and San Diego for several years before joining his family full-time in 2006.

Sapient Road Wealth Management, at 17023 Sienna Ridge Drive, can be contacted by calling 858-381-3443 or at info@sapientroad.com.