Lindsey Martin Bass, CFP®

Financial Planning

Lindsey Martin Bass, CFP® is a financial consultant with AXA Advisors and has been with AXA since 2003. Lindsey provides financial planning services to executives and closely held business owners.  

Our thorough process includes fee-based financial planning, financial protection, implementing tax-wise investment strategies, and passing money efficiently to heirs.  We deliver sound financial, investment and wealth management strategies that are designed to help you take control of your future.  Our Discovery  process provides clarity on where you want to go and what it will take to get there.   And most importantly, you become a member of our client family, where we strive to provide the best service in the industry.

Our team has expertise in many areas, especially focusing on Retirement Planning, Estate Transfer and Asset Management.  Our clients find comfort in knowing how they will enjoy retirement in the lifestyle they desire.   We guide them through the maze of their benefits packages and investments and create distribution strategies so their hard-earned money can last their lifetime and pass efficiently to their heirs.

The Family Love Letter

  We have been on the leading edge of AXA Advisors associates around the country who are incorporating the Family Love Letter into their practice.  The Family Love Letter is the next step after preparing a personal will and Kathleen Steele is one of a handful of advisors nationally qualified to present the topic. We hold events and workshops throughout the year to help people “get their house in order” and receive hands-on planning in an intimate setting where they can share their experiences with people they trust.  Once the love letters are complete, we encourage participants to sit down with their families and walk through the information. 

"It's not just a passing fad," Steele said. "It's an incredibly valuable document that will be used. Sooner or later, that Family Love Letter is going to guide a loved one through a difficult crisis or grieving in the event of the writer's incapacitation or death." – Seattle Post-Intelligencer

> Read the full article in the Seattle Post-Intelligencer featuring Kathleen Steele, CFP®, CLU, ChFC  and Lindsey Martin Bass, CFP®

> Receive your copy of the Family Love Letter

> Register for an upcoming Family Love Letter workshop