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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Tate Bassett

Financial freedom is something that everyone strives for, but only few attain. Tate strives to help everyone that comes across his path to learn about becoming financially free and WIN with their money. Tate wants to build a long-lasting relationship with you, he wants to treat you like family. He wants to walk alongside with you and teach you his financial planning process. He believes in giving you a unique and individualized plan to help you achieve your specific goals and dreams so that YOU can have the life and freedom that you deserve. Tate started listening to Dave Ramsey at a very young age. His father instilled in him not to have debt and taught him about investments by forcing him to listen to The Dave Ramsey Show during EVERY car ride. Over time the principles sank in and Tate started to grow a passion for investing and a hatred for debt. This is what fueled him to want to help others and become a Financial Advisor. He has developed the heart of a teacher and looks forward to helping you in-person or virtually, to guide you on your path to Financial Freedom.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Tate:

  • CFP® Certified
  • SmartVestor Pro
  • Series 7 and 66
  • B.S. Finance
  • Love lifting weights, overlanding, hiking, & spending time with my family.

Locations Served

Contact

  • tate@smartprousa.com
  • 615-877-5595

State Licenses

Affiliated with all 50 states