• Who We Are
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  • What We Do
    • Financial Planning
    • Investment Planning
    • Nearing Retirement
    • In Retirement
    • Estate Planning
    • College
    • Wedding
    • Divorce
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What We Do

Financial Planning

A financial plan serves as a map toward your personal financial destination

Investment Planning

We are students of the school of behavioral finance, which is the study...

Nearing Retirement

As you near retirement, you may begin to wonder, “Do I have enough?"

In Retirement

Congratulations, you’ve made it! After decades of hard work, you’ve

Estate Planning

We believe everyone should have an estate plan in place to protect their...

College

If you have a goal of funding higher education expenses for a child...

Wedding

No, we don’t book venues, caterers, and bands, we sit down

Divorce

Divorce brings with it a wide range of financial challenges

Securities are offered through LPL Financial, Member FINRA/SIPC. Bass Financial Management is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.

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Independent Advisor Alliance Form CRS: https://bit/ly/IAAFormCRS

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