At Bates Financial LLC, we help clients achieve financial independence and sustainability before, during and after divorce. By offering a practical and common sense approach to helping you navigate the turbulent waters of divorce we will help you get to a better place so you are not stuck in "bitter" land. Our goal is to help you use this time as an opportunity, and a positive, to be who you always wanted to be. To reinvent yourself and chart your own course and follow your dreams.
My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a road-map to reach your goals and make wise decisions to help improve your financial situation.
We strive to provide comprehensive, goal based financial and life planning, with a very personal touch. We want to build a 2-way partnership with you! Combined, we have over 85 years Wall Street and financial service experience, and have a tremendous amount of resources and experience to leverage together, to meet mutually defined needs and goals to navigate life!
