W. D. Bass & Company is a full service financial planning firm established in 1998 as an outgrowth of a CPA firm to meet the total financial needs of our high net worth clients. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Our goal is to provide clients with the information and guidance necessary to make sound financial decisions.
At W. D. Bass & Company, we recognize that financial planning is a process, not a product. It is a process that involves discovering your values and goals, and developing a date specific plan to accomplish all of your objectives. We assist our clients in developing a flexible plan that will accommodate future modifications in estate and income tax law changes. We encourage our clients to expand the time horizon for planning beyond immediate family lives to intergenerational stewardship. As your financial advisor we will do everything in our power to keep you focused on where you want to go, advise you how to get there, and continually remind you of the importance of maintaining a disciplined approach to reaching your goals and realizing your dreams.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. W. D. Bass & Company is dedicated to meeting these goals with high standards of excellence and professionalism.
Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose W. D. Bass & Company receive competent and timely advice.