Our Distinctives

Innovative Mindset

Bass Financial enjoys a dynamic, innovative culture that empowers team members to serve clients' needs. We excel at creative problem solving and are relentless in our pursuit to understand the latest trends, products, and planning opportunities.

Continually Improving

Our firm embraces meaningful change. Carl is a life-long learner investing a lot of time, money, and energy keeping current with our fast-paced industry. In addition to industry requirements, Carl has participated in professional study groups for over 30 years, has worked with a practice coach for 20 years, and highly values the input of his Client Advisory Board.

Biblical Worldview

We temper the hype and noise of the industry with insight and advice based upon Biblical principles. While we are avid students of the financial industry, we maintain a Biblical worldview that drives us to see things differently.