Let tomorrow begin today.

Creating confidence in your long term financial goals.

At Bates Wealth Strategies, we believe the best value you can receive is a customized financial plan. Our plans include honest observations with specific, actionable recommendations that include all areas of your financial, personal and business life, including:

• Investments*
• Wealth Management**
• Retirement Planning
• Insurance Planning
• College Funding
• Legacy and Estate Planning
• Business Planning

Contact Us

Bates Wealth Strategies

903-594-4897

Heather@batesws.com