CPA + CFP
William is a Certified Public Accountant, Certified Financial Planner and Independent Investment Advisor Representative providing individuals, professionals and closely held businesses with creative solutions to financial challenges in their personal & professional lives in the Great Lakes Area.
Experience + Education
Experience is invaluable however, everything changes. As a Certified Public Accountant, William, is required to participate in forty hours of continuing education each year.
“To stay current and informed I focus my continuing education on tax subjects that effect individuals and small businesses. There are times when I do not have the answer, if that happens I know where to look for the answers and/or have relationships to get the answers. Thinking outside of the box has always been something I enjoy and found very useful when developing tax and investment strategies.”
- William J. Bassow
His Clientele
His clients are pre and post retirees, local Business Owners and professionals that want to Improve Their Net Worth; in other words, you.
