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Planning & Advice

“Life is what happens to us while we are making other plans.”
– Allen Saunders


Using a sophisticated wealth planning process, The Bass Foley Group of Wells Fargo Advisors helps to bring clarity, information and solutions to clients’ financial lives. The goal is to help clients make more informed and better financial decisions. As Private Wealth Financial Advisors, the team pulls together a client’s financial information and provides them with access to the solutions they need at the right moment in life.

Leveraging the team’s knowledge and experience, as well as tapping industry leading advice tools, technology and resources, The Bass Foley Group puts a comprehensive wealth plan in place and continues to track progress and adjust in order to help meet clients’ goals.

Step 1. Understand

During the initial meeting, the team asks about goals, needs, dreams and challenges. Through conversation, the team uncovers the details of the family’s financial life and helps get at the question, “What are the things we value most?”

 



Step 2. Plan

Before a plan is developed, the team works to understand each family’s complete financial picture considering both sides of the balance sheet:  assets and liabilities. This deep analytical approach and comprehensive evaluation includes understanding risk tolerance, priorities, retirement goals, risk management and insurance



Step 3. Propose and Implement

The next step is to present recommendations. Families receive an assessment of their financial picture and a comprehensive plan for the future. Clients always know the answer to, “What are my options and how do they play out?”




Step 4. Review

To help maximize the effectiveness of each family’s wealth plan, the team meets with family members to review and adjust the plan, so it properly reflects changes in family circumstances and market conditions. By charting progress and tracking results, clients are able to easily answer the question, “Am I still on track?”





Wells Fargo Advisors does not provide legal or tax advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

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