We assist clients in realizing then defining retirement goals and provide projections of cash flow and cash requirements under a variety of scenarios. Creating a clear vision on the later years in life.
We assist clients in realizing then defining retirement goals and provide projections of cash flow and cash requirements under a variety of scenarios. Creating a clear vision on the later years in life.
Securities offered through Centaurus Financial, Inc. Member of FINRA and SIPC. A Registered Broker/Dealer.
Supervisory office: 3550 E. Florida Ave, Suite A, Hemet, CA 92544
Bates Financial, Inc. and Centaurus Financial, Inc. are not affiliated.
This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in CA, NC, TX.