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YOUR GOALS

Trusted Guidance on Life’s Big Decisions

Life is full of pivotal moments that require more than just financial expertise—they demand thoughtful, personalized guidance. At Baseline Wealth Advisors, we provide trusted advice that goes beyond investments, helping you navigate the decisions that shape your future and legacy.

Big Life Decisions We Help You Navigate

1. Estate Planning

Protecting your legacy and ensuring your wishes are honored is essential. We help you build a comprehensive estate plan that includes:

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  • Wills: Clearly outline how your assets should be distributed and who will care for minor children.

  • Trusts: Establish structures to manage and protect assets, reduce estate taxes, and avoid probate.

  • Life Insurance: Ensure your loved ones are financially secure and your estate has liquidity when needed.  
     

Our estate planning approach is collaborative, working alongside your attorney and tax advisor to ensure every detail is aligned with your goals.

2. Long-Term Care Planning

Preparing for the possibility of needing care later in life is a critical part of financial wellness. We help you:

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  • Evaluate long-term care insurance options

  • Plan for assisted living or home care costs

  • Protect your assets while ensuring quality care

3. Retirement Lifestyle Planning

Retirement isn’t just about having enough money—it’s about living well. We help you:

 

  • Define your ideal retirement lifestyle

  • Align your financial plan with travel, hobbies, and family goals

  • Ensure sustainable income throughout retirement

4. Major Life Transitions

Whether it’s selling a business, relocating, or navigating a divorce, we provide clarity and confidence during complex transitions:

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  • Cash flow and tax impact analysis

  • Investment strategy adjustments

  • Emotional and logistical support

Seeing the Big Picture

Baseline Wealth Advisors is more than thoughtful investment management.  We offer clarity, confidence, and control. We empower you to make informed decisions, reduce financial stress, grow and protect your wealth, and stay focused on what matters most in life.

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Gary Kay

(561) 654-4943

6501 Congress Avenue
Suite 100
Boca Raton, FL 33487

Baseline Wealth Advisors is a Registered Investment Adviser in the State of Florida. Registration does not imply a certain level of skill or training. This website is intended for Florida residents and other jurisdictions where we are registered or exempt from registration. We maintain robust cybersecurity and business continuity protocols.  To request a digital copy of my Form ADV and privacy policy, please contact me via email at gkay@baselinewealthadvisors.com.

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We disclose all material conflicts of interest in our Form ADV and strive to mitigate them through transparent policies and procedures.  While our firm operates on a flat-fee basis for wealth management, we may recommend and offer life insurance solutions when they are essential to your overall financial strategy. These recommendations are made solely in the context of your planning needs and are not a routine part of our services.

Disclaimer and Disclosures

© 2025 Baseline Wealth Advisors. All Rights Reserved.

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