Profile

Lois Basil, CFP®

Basil Financial Group

Contact Details

Basil Financial Group
4322 N Lincoln
Chicago, IL 60618
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Primary: 773.697.9528
Mobile: 773.771.7929

Bio

As a financial professional, my passion is helping people make smart decisions about their money. I created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. I love what I do because I know it helps my 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. My goal is to create a comfortable, confidential environment where you feel free to discuss your financial and personal concerns. Based upon that information, I 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 and real estate planning.

For all the work we do together, I charge just one annual retainer fee. That means you can meet with or speak to me any time during the year if you have new questions or as your situation or goals change.

I owned my own Chicago-based accounting firm for 13 years before enrolling in Northwestern University’s Certified Financial Planner™ program, and I am a Registered Investment Advisor with the State of Illinois. I serve as an elected board member of the Alliance of Comprehensive Planners, a national group of fee-only financial advisors. I am also a registered financial advisor with NAPFA, the National Association of Personal Financial Advisors.

I understand that your situation is unique and that you need a financial plan that reflects YOUR life and YOUR financial goals. Why don’t we get started today?

Professional Credentials/Designations

  • CFP®

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Job History

Basil Financial Group
President
Chicago, IL
January 2011 - present

Basil Group
President
Chicago, IL
May 1999 - January 2011