To me there is a lot more to being a financial advisor than investments. It is my privilege to also help folks with income replacement strategies, social security decisions and pension maximization. It has been my experience that a strategy with protections set in place help to ensure unexpected health/life events can be successfully navigated. I call this "Protecting our wealth from our health". Lastly, we work with CPAs and attorneys to help make sure everything is done in an efficient and easily transferable way possible. There is nothing worse than not being able to grieve the loss of a loved one due to dealing with unattended matters.
I have spent the past five years helping clients develop strategies to achieve their financial goals. I partner with people who are close to retirement, usually within 10 years, have recently retired, have gone through a major marital change such as divorce or becoming a widow, as well as business owners of various sizes.
To accomplish this, I enjoy sitting down with individuals to gain a clear understanding of where you want to be, where you are today, and develop a strategy to reach your financial dreams. We have all heard “the only thing constant is change”. This is why it is important for me to understand the changes in the lives of those I work with. Some examples have been changes in family, work or market conditions. I pride myself on common language, and helping my clients by providing them with a greater understanding of their personal situation.
On a personal note, I have lived in The Valley in Greenfield, MA for most of my life. I graduated from the University of Massachusetts Boston in 2014, and soon after in 2015 I started my career with Edward Jones. I'm not all work of course. Outside of the office, I enjoy hockey, golf, comedy, weekends in Rye, NH, and of course spending time with family.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Divorce Finances
- Wealth Strategies
My Personal Interests
- Movies & Entertainment
Phone NumberZachary R Bass at (413) 203-5713
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