Smart guidance is critical to financial success
We provide independent, objective and sound financial advice to help you build wealth.
We’ve made it our mission for 35+ years to guide, advise, educate, inform and watch out for our clients’ retirement savings.
Our principal, Thomas R. Bates, CFP®, works closely and personally with people in or near retirement who want to protect assets and maintain or grow their income.
Tom is a knowledgeable and experienced investor who will:
We think you’ll be like our clients who appreciate Tom’s depth of knowledge, Christian work ethic and business integrity.
Most importantly, we hope you’ll appreciate that Tom remembers the most important thing: It’s your money and you make the decisions about where it goes.
Meet Tom Why Us Services
We’ve made it our mission for 35+ years to guide, advise, educate, inform and watch out for our clients’ retirement savings.
Our principal, Thomas R. Bates, CFP®, works closely and personally with people in or near retirement who want to protect assets and maintain or grow their income.
Tom is a knowledgeable and experienced investor who will:
- Conduct investment research
- Make retirement, investment and insurance recommendations
- Build in appropriate safety nets
- Teach, train and help you understand your investments and benefits
- Monitor your portfolio and suggest modifications as necessary
We think you’ll be like our clients who appreciate Tom’s depth of knowledge, Christian work ethic and business integrity.
Most importantly, we hope you’ll appreciate that Tom remembers the most important thing: It’s your money and you make the decisions about where it goes.
Meet Tom Why Us Services