Welcome to Bates

We help people make smart choices about their money, so they can accomplish their goals for the reasons that are important to them.  At Bates Retirement Group we offer high-level fully comprehensive financial services through a best-in-class team.  This comprehensive platform, which we created over the past decade, uses an easy-to-follow checklist driven system.  It covers all financial areas to ensure nothing falls through the cracks financially.  This process includes Money management, Estate Planning, Insurance Planning and Tax.  We have found this to give each (fewer than 100) of our clients the most comprehensive approach to their financial needs.

We learned a long time ago that investing our clients’ money is not going to make them rich – that’s their job – our job is to stop them from becoming poor.  As Nick Murray said “Wealthy people aren’t trying to get rich – they already are rich.  They are simply trying to stay rich while earning a decent, competitive return.”  That brings us to another famous financial guy, Warren Buffet, who said “The first rule to investing is don’t lose money.”  This sounds obvious but realistically, how many people do you know that can honestly say this.

We at Bates Retirement Group have built our philosophy around that very concept; “DON’T LOSE MONEY”, so even though we take a conservative approach to managing people’s finances we believe that by not losing money we offer our clients the greatest probability of success.  Managing your finances is complex and time consuming. You’ve earned the right to partner with a team of experts that will help simplify the process, thus giving you more time to do the really important things that matter most. We’ll be with you every step of the way, acting as your advocate as we build your personal plan and work through life’s changes.  We are convinced that we will establish the best and most comprehensive plan of action for your financial life, aligning your decisions with your personal goals.

 We encourage you to check us out, so-to-speak; email us your questions and surf our site.  Get our free downloads, white pages and newsletters.  I urge you to set up an appointment with us – if for no other reason than to get a second opinion.  There’s not cost for the first visit and if you decide not to engage in hiring me and my firm for any of the services we provide, there will still be no charge.  You’ve got nothing to lose… and everything to gain.

At Bates Retirement Group we offer personal, unbiased and objective advice. As a Fee-Only Investment Advisor, I am free to work with you to make sound decisions for your future without any pressure from proprietary sources with their own agendas. We are not tied to any product, carrier or institution. Unlike the vast majority of advisors out there “WE WORK FOR YOU”. At Bates Retirement Group you will only get unbiased, objective advice with no conflict of interest.