Because your money should be in your control.
Involving someone else in the management of your money isn’t easy. It’s hard giving up control of your most important wealth-building asset.
Which is why we think you shouldn’t.
It’s your money. It should be your decision about how and where to invest it.
We provide guidance and training on how to grow your money while protecting it from unnecessary taxes, risk and depreciation.
Our CERTIFIED FINANCIAL PLANNER™ practitioner Tom Bates, has spent 36 years helping people in or near retirement create their investment portfolios.
Tom can help you really understand your investment options, so you can make wise and confident money management decisions.
In addition to pre- and post-retirement planning and investing, we offer health, life and disability insurance, pension management, and individual, corporate and employee benefits counsel.
Financial Planning
Insurance
Employee Benefits
Which is why we think you shouldn’t.
It’s your money. It should be your decision about how and where to invest it.
We provide guidance and training on how to grow your money while protecting it from unnecessary taxes, risk and depreciation.
Our CERTIFIED FINANCIAL PLANNER™ practitioner Tom Bates, has spent 36 years helping people in or near retirement create their investment portfolios.
Tom can help you really understand your investment options, so you can make wise and confident money management decisions.
In addition to pre- and post-retirement planning and investing, we offer health, life and disability insurance, pension management, and individual, corporate and employee benefits counsel.
Financial Planning
Insurance
Employee Benefits