Hannah Basil Bryant


Financial Planner
Basil Financial Group
4322 N Lincoln Ave
Chicago, IL 60618
United States
Phone: 7736979528
Email: hannah@basilfinancialgroup.com
Website: https://basilfinancialgroup.com/
Training: The Seven Stages of Money Maturity® Training Graduate more info

Our mission is to deliver understandable fee-only financial planning. We are your neighborhood resource to guide you toward harmony between money and life.

Specialties
Comprehensive Financial Planning Tax Planning Retirement Investment Strategy and Implementation Young Families Real Estate Planning

About My Practice
Basil Financial Group As financial professionals, our passion is helping people make smart decisions about their money. Lois Basil created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. We love what we do because we help our 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. Our goal is to create a comfortable, confidential environment where you feel free to discuss your financial and personal concerns. Based upon that information, we 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 planning, and real estate analysis. For all the work we do together, Basil Financial Group charges just one annual retainer fee. That means you can meet with or speak to us any time during the year if you have new questions or as your situation or goals change.

About Hannah Bryant
Hannah joined Basil Financial Group in August 2015 after working in commercial lending and at a technology startup. Hannah completed Northwestern University’s CERTIFIED FINANCIAL PLANNER™ program in April 2017 and met all requirements to become a CFP® practitioner in August 2017. Hannah is an Illinois registered Investment Adviser Representative and member of Alliance of Comprehensive Planners. Hannah earned her Bachelor of Arts degree in Economics from Knox College and studied corporate finance and international marketing at the London School of Economics. Hannah participated in the Seven Stages of Money Maturity workshop and looks forward to incorporating more life planning with clients.

Compensation
Fee-only

Industry Start Date
2015