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Douglas Bates  

Financial services professional, speaking on topics of personal and business financial planning as well as integrated estate planning. Areas of expertise include retirement planning, college funding, asset protection, and exit strategies for entreprenuers

I develop personal exit strategies for business owners to replace their current business income in as little as 6 to 10 years.

My clients are enthusiastic about my custom built exit strategies and their employees are delighted with my strategies for implementing personal retirement plans that they control.

Whether you're an entrepreneur, business owner, or a W-2 employee, sooner or later you're going to stop working. Whether it's sooner and NOT later is up to you and the strategies you implement.

Senior Financial Consultant****

Financial Services industry

– (25 years) –

I help implement effective financial strategies for clients who face financial challenges in the following areas:

Retirement Planning, College Funding, Tax-Free Income Planning

Integrated Estate Planning Consultant

Financial Services industry

– (25 years) –

Providing advanced estate planning and asset protection planning to middle class clients with annual household income of $100,000 or more,or owning assets in excess $1,000,000.

You may not worry now about estate taxes but personal and family probate, and frivlous litigation make current estate planning a smart move.


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