Steve Bass
Founder & President

Steve is married to Angie Bass and they have 4 children that are 24, 21,19, and 17. In the 15 years that Steve has worked in the financial services industry, he has done his best to serve others to create and maintain personal and business retirement plans that will create a lifetime of income and pay less in taxes. Working with CPAs and Attorneys, he strives to simplify the process for his clients and make sure their future plans are advanced and forward thinking.

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