Bates Financial Group, Inc. is one of the oldest and most experienced financial planning firms in the area. Our founder, George E. Bates, brings over 50 years of experience and expertise in the financial planning and investments industry. We believe that today's complex financial world requires most people to obtain professional advice.
We recommend a fundamental approach to investing with sound economic value, leaving fads and exotic investments to others. Our role in this process, using a team of professional advisers (accountants, attorneys, insurance specialists and trust officers), is to provide the individual with informed choices, having the individual make the decisions.
We recommend a fundamental approach to investing with sound economic value, leaving fads and exotic investments to others. Our role in this process, using a team of professional advisers (accountants, attorneys, insurance specialists and trust officers), is to provide the individual with informed choices, having the individual make the decisions.
Services
Bates Financial Advisors, Inc. is one of the oldest and most experienced financial planning firms in the area. Our founder, George E. Bates, brings over 50 years of experience and expertise in the financial planning and investments industry.
Helping our clients achieve their financial goals, such as their desired retirement income, leaving an estate for their family or favorite charity, minimizing their income taxes, or realizing their life's dreams, are of the utmost importance to us.We focus on building a trusting relationship with them and seek to provide for them disciplined, innovative, and forward thinking investment strategies that are consistent with our investment beliefs.
Helping our clients achieve their financial goals, such as their desired retirement income, leaving an estate for their family or favorite charity, minimizing their income taxes, or realizing their life's dreams, are of the utmost importance to us.We focus on building a trusting relationship with them and seek to provide for them disciplined, innovative, and forward thinking investment strategies that are consistent with our investment beliefs.
We believe that today's complex financial world requires most people to obtain professional advice. With tax laws changing almost yearly, interest rates and inflation fluctuating dramatically, and a global economy requiring both domestic and international investment considerations, an experienced financial professional becomes a necessary and valuable advisor.
Take a complete financial inventory and determine the individual's attitude concerning risk, taxes, inflation, diversification, liquidity and flexibility. Analyze the individual's situation and design a financial plan that will help attain the stated goals and objectives.
Our role in this process, using a team of professional advisors (accountants, attorneys, insurance specialists and trust officers), is to provide the individual with informed choices, having the individual make the decisions.This service is provided for a fee.
Our role in this process, using a team of professional advisors (accountants, attorneys, insurance specialists and trust officers), is to provide the individual with informed choices, having the individual make the decisions.This service is provided for a fee.
We use customized portfolios for each client rather than forcing everyone into one of a few model portfolios. For those concerned about their retirement income lasting throughout their lifetime, we provide long-term projections. For clients attempting to pass on their wealth to the next generations, we advise using a variety of allowable asset discounts to avoid unnecessary taxes.
George weighs in on the New Year, changes occurring in the financial universe, and announces the 2014 Client Appreciation Day speaker. Laura Pechacek explains new medical deduction laws. George analyzes tax increases, introduces the Client Appreciation Day speaker, and breaks down the complexity of corporate tax rates.
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