Our holistic approach to planning and asset management ensure we work to identify investment strategies and opportunities consistent with client objectives and risk tolerance. We regularly review how risk, liquidity, and diversification can be balanced to complement strategies to help achieve financial goals.

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.