Lois Basil (CFP®)

Lois Basil focuses in the
following client markets or areas of practice:

Charitable Giving

College/Education Planning

Retirement Plan Investment Advice

Socially Responsible Investments

Tax Planning

Women's Financial Planning Issues

Planning Specialties

As a financial professional, my passion is helping people make smart decisions about their money.

I love what I do because our goal is to help our clients have happier relationships and more fulfilling lives. We understand that every situation is unique and that each client needs a financial plan that reflects their life and their financial goals.

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.

Additional Information

Lois has been involved in the financial services industry since 1997. She owned a Chicago-based accounting firm for 13 years and transitioned it into a fee-only comprehensive financial planning firm after she and her husband were unable to hire a fee-only planner who could meet their needs. Understanding the wider business opportunity, Lois enrolled in Northwestern University’s CERTIFIED FINANCIAL PLANNER™ program and in 2011 opened Basil Financial Group in the Northcenter neighborhood of Chicago. Her work with clients is elevated beyond just the technical and encourages positive financial change in their lives. Basil Financial Group joined with Savant in 2023.