Mark I. Bass

CFP®, CPA, AIF(r)

Pennington, Bass & Associates7818 Orlando, Lubbock, TX 79423

Broker Affiliation: Cetera Advisors

Languages: English

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Physicians & Healthcare, Pre-Retiree, Retirees or Seniors

Major Milestones I Specialize In

Widowhood

There are financial decisions and non-financial decisions, and sometimes what appears to be the best decision financially may not be the best life decision. We help our clients navigate those choices.

Also: Early Retirement or Financial Independence, Funding Education

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

For over fifty years, we have nurtured our client relationships with compassion and competence. This process has been affirmed by the number of families with whom we are working with the third and fourth generations.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.