Alphemita Financial Services
WELCOME
Are you considering retiring, but feeling a sense of uncertainty about this monumental decision in your life?
OR
Are you already enjoying your retirement, but seeking assurance that your financial decisions are tax-efficient, and conducive to enriching your life experiences and legacy?
It was almost 10 years ago when my husband decided to retire from a 30 year career. I do financial planning for a living and it was still scary. I mean I had worked the numbers over and over, but it was still a monumental leap.
Here at our firm, we pride ourselves on facilitating your seamless transition into the golden years and offering continuous guidance throughout your retirement journey.
But we also understand even IN RETIREMENT there are unexpected things that come up and tax laws change.
It can all be a bit much.
Our mission is to instill in you the confidence and tranquility that comes from knowing your financial strategies are prudent and advantageous through tried and true methods.
We operate on a fee-only basis, ensuring that you can trust our advice to be unbiased, with no pressure to purchase any financial products that pay fat commissions.
All our services and prices are listed on this website for the most transparency possible because we understand how important this decision is.
We'd love to be on this amazing journey with you. It truly can be some of the best years of your life.
Our Services
Meet the Owner
DeeDee Baze, CFP®, EA
As a financial advisor and planner with over a decade of experience, I specialize in creating personalized financial plans and investing your assets in a way that aligns not only with your values but with the financial plan we created.
After the financial plan is created I’m here to guide you in implementing it and to provide ongoing monitoring of your progress in the most tax efficient way possible.
We are here to navigate your retirement together.
We send out a monthly newsletter.
Money, the Earth, & You!
Hear From Our Clients
JDarner
★ ★ ★ ★ ★
DeeDee and Alphemita are passionate, professional, and have a proven record of success for their clients. DeeDee is honest, loyal, caring, determined, knowledgeable, and ALWAYS puts her clients and their financial well-being first. You are in the BEST hands with DeeDee and Alphemita! Call her office today!!!
NGuinn
★ ★ ★ ★ ★
Just began working with Deedee and so far I am beyond thrilled. The initial meeting with her was so special. Deedee really cares about who you are and what your story is, as well as where you are looking to go. She has the perfect combination of interpersonal skills as well as tangible and thorough expertise in her field, making her the ideal financial planner to have in your corner.
REscobar
★ ★ ★ ★ ★
What I love most about Alphemita Financial Services is that they are absolutely about getting to know the client on a deep and personal level to meet them where they are. I had never spoken so openly about my relationship with money and DeeDee was able to shed light on things I had never understood before. On top of that, the attention, time, and advice given by Alphemita has felt incredibly genuine and I wouldn't trust working with any organization/company that didn't invest the same amount of time and care that Alphemita does. Lastly, I am a huge fan of being able to set up meetings whenever I have questions. Alphemita recognizes that sometimes, out of the blue, a client may have some concerns and Alphemita is always there to help and give sound advice. Thanks for all your amazing work and I look forward to continuing as a client!
DRozewski
★ ★ ★ ★ ★
We've been with Alphamita since before it was Alphamita and we've always appreciated the clear guidance and thoughtful planning that DeeDee brings to our meetings. She's been very responsive to emails and meeting requests, and prioritizes clarity and transparency.
JKenny
★ ★ ★ ★ ★
"I've been on a money journey for a while now.. I've known I wanted my values to be aligned with it but didn't really know how or why. DeeDee not only helped me acknowledge my desire to align my values with money as a good thing, but showed me how. Highly recommend."
JB
★ ★ ★ ★ ★
DeeDee, who owns Alphemita Financial Services, is knowledgeable, thorough, and honest! At the time of this review, I've used her for over a year and will continue!