Is your future secure?
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Financial freedom.
Peace of mind. Enough income to enjoy retirement. A legacy for your heirs. Reaching goals like these won't happen by accident. You need thoughtful and sound financial planning. That’s where we can help. At Bates Financial, we believe financial planning should never be daunting or difficult. We think cookie-cutter plans are better left to someone else. And we think you should always understand every investment you make. You make the decisions. We just help you make them smarter. |
Thomas R. Bates, CFP, LLC
Wealth Management Adviser & Investment Coach Tom is a 36-year investment adviser representative, experienced in managing assets, retirement portfolios and life insurance. He specializes in safe money investments, pension planning, group health plan design and life insurance review. Meet Tom Check out my background on brokercheck.finra.org/ |
Securities offered through Cambridge Investment Research, Inc.,. a Broker/Dealer, Member FINRA (finra.org) / SIPC (sipc.org) to residents of AZ, CA, FL, GA, KS, KY, MD, MN, NC, NH, NY, OH, PA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Thomas R. Bates CFP® LLC are not affiliated. ©Copyright 2013 Tom Bates, Thomas R Bates, CFP®, LLC, Bates Financial. All rights reserved.
