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Zachary Bass - Financial & Wealth Advisor Verified by Yext
Listed In: Actuarial Consultants
Zachary Bass - Financial & Wealth Advisor, To me there is a lot more to being a Financial Advisor than investments. It is my privilege to also help folks with income replacement strategies, social security decisions and pension maximization. It has been my experience that no plan is complete unless… Zachary Bass - Financial & Wealth Advisor, To me there is a lot more to being a Financial Advisor than investments. It is my privilege to also help folks with income replacement strategies, social security decisions and pension maximization. It has been my experience that no plan is complete unless we have protections set in place, to make sure unexpected health/life events can be successfully navigated. I call this "Protecting our wealth from our health". Lastly, working with CPAs and Attorneys to make sure everything is done in the most tax efficient, and easily transferable way possible. There is nothing worse than not being able to grieve the loss of a loved one due to dealing with unattended matters. Read more