Comprehensive Services

“Alone we can do so little; together we can do so much.” 
– Helen Keller


Expertise across many areas of wealth and investment management offers a wide variety of specialized wealth services and investment options. Using sophisticated strategies and a personalized planning approach, The Bass Foley Group is here to help grow, protect, manage and transition wealth.

Cash Flow Management

  • Analysis of Changing Jobs/Salary
  • Analysis of ways to Provide Financial Support for Adult Children or Aging Parents
  • Divorce Cash Flow Analysis
  • Emergency Fund Planning
  • Home Buy versus Rent Analysis
  • Optimize Returns on Cash Holdings
  • Vacation Home Planning
  • Evaluating Alternative Investment Strategies



Retirement Planning

  • Analyzing Retirement Timelines
  • Planning for Housing Transition
  • Retirement Cash Flow Analysis
  • Retirement Lifestyle Goal Planning
  • Retirement Plan Distribution Option Analysis
  • Review Annual Social Security Statements
  • RMD Planning/Execution
  • Pension Distribution Option Analysis
  • Social Security Claiming Analysis
  • Incorporation of External Assets



Investment Management

  • Asset Allocation Analysis
  • Asset Location Analysis
  • Employee Stock Purchase Plan Analysis
  • Handling Concentrated Stock Positions
  • Executive Stock Benefit Analysis
  • Investment cost benefit analysis
  • Managing Margin Balances
  • Withdrawal Strategies
  • Capital Gains or Loss Harvesting Analysis
  • Adjusting Strategies for Changes in Tax Policy
  • Coordination with CPA



Philanthropy

  • Charitable Funding Analysis
  • Analysis of Charitable Giving Strategies



Education Planning

  • 529 Comparison Analysis
  • Funding Strategy with 529, UTMA, Taxable Accounts and/or Roth IRA
Insurance Planning

  • Analysis of current permanent insurance policies
  • Life Insurance Coverage Needs Assessment
  • Long-term Care Insurance Analysis
  • Umbrella Insurance Analysis
  • Premium Financing



Estate and Legacy Planning Services

  • Roth Conversion Analysis
  • Business Succession Planning
  • Federal Estate Tax Planning/Analysis
  • Gift Planning
  • Coordination with Estate Attorneys
  • Surviving Spouse Analysis
  • Special Needs Trust Planning Services
  • Multi-generational Coordination of Plan



Psychology/Behavioral Finance

  • Developing and Defining Financial/Life Goals
  • Support Overcoming Financial Biases
  • Support Overcoming the Investment Behavior Gap



Operations Management

  • Money Movements both External and Internal
  • Account Opening and Maintenance
  • Estate Settlement and Processing of firm assets
  • Processing of Withdrawals and Liquidations
  • Provide Tax Reporting Documents to CPAs
  • Cost Basis Research and Updates
  • Client Integration with Firm Technology
  • Execution of Charitable Donations
  • Calculation of IRA Required Minimum Distributions
  • Setting up Client’s Online Access
  • Analysis of Stock Events
  • Asset Verification Requests



Relationship Management

  • Proactive client communication
  • Regularly scheduled client meetings
  • Host Client Events 
  • Regularly Distribute Newsletter

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Managing wealth doesn’t stop. Neither does The Bass Foley Group. Let’s connect