Jamey Bass, CFP / Financial Advisor in Cary, North Carolina

We focus on retirement planning and investment management for families and small businesses.

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Disability Income & Long Term Care Insurance Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Legacy Planning Mutual Funds Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Special Needs Planning Stocks Wealth Management
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