Not your average Tom, Dick or Harry
Thomas R. Bates,CFP®, CLU, ChFC, CFS, CRC®, LACP
This Tom is a rare breed among financial planners and consultants.
Knowledgeable and affable. Genuine and generous. Tom is both advisor and educator, specializing in helping those in or at retirement make smart and informed decisions about their money.
Tom will work 1:1 with you to completely understand your financial needs, goals and risk tolerance. Then he’ll carefully research and analyze the best growth and investment opportunities for you. Based on his findings, Tom will create a personalized portfolio of recommendations, presenting the “who, what, when and why” behind them to help you make a fully informed decision about your money.
Tom’s goal is to help you grow your money while protecting and preserving your assets—for now and for future generations.
With 35+ years of experience managing financial assets and personal portfolios, Tom’s strategy is to maintain a conservative financial balance to help your money outlast even your retirement.
Tom is also qualified and licensed to offer life, health and disability insurance coverage for individuals and groups.
Make an appointment to meet Tom.
Credentials
Leadership & Service
Awards
*Honorees of Million Dollar Round Table (MDRT) must achieve a sales goal predetermined by the MDRT organization and maintain this level through the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.
**Court of the Table members distinguish themselves within the industry through their superior performance by producing at a level three times that of MDRT membership requirements. Achieving membership in MDRT's Court of the Table is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct. Each year, more than 3,500 MDRT members qualify for the Court of the Table.
Those members with a minimum of 10 years of Court of the Table membership may attest to their production and submit the required Court of the Table dues.
Education
- CERTIFIED FINANCIAL PLANNER™
- Wealth Management Advisor
- Corporate Benefits Professional
- Chartered Financial Consultant
- Chartered Life Underwriter
- Certified Funds Specialist
- Certified Retirement Counselor®
- Licensed in:
o Life and Health
o Variable Life and Annuity
o Series 6, 7, 63, 65 - Check out my background on FINRA’s BrokerCheck.
Leadership & Service
- Vice President of National Sales, American Physicians Life Insurance Co.
- Former advisor to the Chair, Ohio House of Representatives, House Insurance Committee
- Past President of the Board, A+ Arts Academy
- Past President of the Board, Ohio State Delta Upsilon Alumni Association
- Former Leadership Chair, Grace Fellowship
Awards
- 15-time qualifier for Million Dollar Round Table*
- 8-time qualifier for Court of the Table**
*Honorees of Million Dollar Round Table (MDRT) must achieve a sales goal predetermined by the MDRT organization and maintain this level through the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.
**Court of the Table members distinguish themselves within the industry through their superior performance by producing at a level three times that of MDRT membership requirements. Achieving membership in MDRT's Court of the Table is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct. Each year, more than 3,500 MDRT members qualify for the Court of the Table.
Those members with a minimum of 10 years of Court of the Table membership may attest to their production and submit the required Court of the Table dues.
Education
- The Ohio State University, B.S. in Finance
