For the last 10 years, Tony has specialized in advanced portfolio management and tax elimination strategies for his clients while simultaneously delivering tax-favored income and wealth transfer opportunities for his clients’ assets.During his tenure with two of the top firms on Wall Street, he developed an expertise in many areas of wealth management, asset protection, and tax reduction strategies. As a result of those experiences, and the continuous evolution of his clientele, he formed Bass Financial Solutions, Inc. - a Registered Investment Advisory firm with the State of Georgia, catering to the personal wealth management needs of seasoned investors, business owners, and corporations across the country.LIST OF SERVICES:•IRA & 401k ROLLOVERS
•FINANCIAL PLANNING & CASH FLOW ANALYSIS
•FEE-BASED PORTFOLIO MANAGEMENT (NO COMMISSIONS)
•TAX ADVANTAGE INVESTMENT STRATEGIES (TAX-FREE INCOME)
•MAXIMUM FUNDED LIFE INSURANCE PLANNING (GENERATIONAL WEALTH)
•ESTATE & LEGACY PLANNING
•ARBITRAGE WEALTH CREATION STRATEGIES.
Being an Independent Wealth Planner and having access to an endless amount of institutional resources, allows Tony the freedom to recommend unbiased financial solutions that are unique to his clients’ financial position. Because of this independence, his financial strategies are completely free from corporate pressures of sales quotas, which often, compromise the validity of recommendations at many larger investment firms.Tony is a Certified Financial Manager, Certified Technical Specialist in Accounts Receivable Financing, Series 7 Securities licensed, Series 66 Registered Investment Advisor licensed, and holds numerous state insurance licenses. These designations require years of study and continued testing to prove proficiency in both financial and estate planning laws and concepts.Tony is an active member in his church, Kingdom Builders Christian Center, where he’s the Executive Director of Wealth and Personal Finance. He and his wife, Renae, live with their two daughters in Atlanta, Georgia.
To learn more about Bass Financial Solutions INc., go to www.TONYBASS.net.
