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Benefits that do more

Providing health, life and disability coverage, group benefits can help attract, reward and retain good employees.

So make sure your retirement, 401K, and group insurance benefits are just right—for them and for you.

We provide insurance benefits consulting for all types of businesses and industries.
  • Medical coverage/health insurance
  • Dental
  • Disability
  • Long-term care insurance
  • Defined benefit pension plans
  • Defined contribution retirement plans
       o   401(k): traditional and safe harbor
       o   Profit sharing
       o   403(b)
       o   459
       o   412(i)

Ask us about creating a custom corporate benefits program with a payroll deduction option.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AZ, CA, FL, GA, KS, MD,  OH, NC,  SC, NH.   |   Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.   |   Cambridge and Thomas R. Bates CFP®, LLC are not affiliated.   |   © Copyright 2013 Tom Bates, Thomas R. Bates, CFP®, LLC, Bates Financial   |   All rights reserved.