Financial Planning Tailored for You
Your Financial Future Starts Here
Financial freedom is something everyone strives for, but only a few attain. I believe in guiding my clients through a personalized financial planning process designed to help them win with their money. With a focus on education, trust, and long-term success, I help individuals and families create a path toward financial independence.
I understand that your financial goals are unique. Whether you’re planning for retirement, growing your investments, or seeking strategies to secure your financial future, I’ll create a custom plan tailored to your needs.
Start Building Your Future Today
Why Work With Tate Bassett, CFP?
- Certified Financial Planner (CFP®) – Expertise and ethical standards you can trust.
- SmartVestor Pro – Trusted investment advice aligned with your goals.
- Personalized Financial Plans – A strategy built just for you.
- Transparent & Client-Focused – Your success is my priority.
- Education-Based Approach – I empower you with financial knowledge.
Financial Services
Comprehensive Financial Planning
A full roadmap to help you achieve financial independence.
Retirement Planning
Secure your future with a strategic retirement plan.
Investment Management
Build and manage an investment portfolio aligned with your risk tolerance and goals.
401(k) Rollovers
Make the most of your retirement savings by optimizing your rollover strategy.
Life Insurance Planning
Protect your family and plan for the unexpected.
About Tate Bassett
I started my journey into finance at a young age, learning the principles of investing and financial freedom from my father and The Dave Ramsey Show. Over the years, I’ve developed a passion for helping others succeed financially, and today, I use my expertise to guide my clients toward their goals.
As a Certified Financial Planner (CFP®) and SmartVestor Pro, I’m committed to providing trustworthy advice and actionable strategies that help you achieve long-term success.
Based in Prescott, Arizona | Virtual & In-Person Appointments Available
Take the First Step Toward Finacial Freedom!