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    • Financial Planning
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    • Nearing Retirement
    • In Retirement
    • Estate Planning
    • College
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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

The LPL Financial registered 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 from any resident of any other state.

Securities offered through LPL Financial, member FINRA and SIPC . Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Bass Financial Management are separate entities from LPL Financial.

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