Our team of Certified Public Accountants, CERTIFIED FINANCIAL PLANNER Professionals, Personal Financial Specialists and Chartered Financial Consultants are ready to help you identify your goals and objectives, develop a strategy to meet your goals and implement a plan to help you achieve them, then monitor the results.

Bailes Bates & Associates can help you with:

• Asset Management.
• Budgeting.
• Estate Planning.
• Family Buisness Planning.
• Investment Analysis and Strategies.
• Ownership Succession Planning.
• Personal Financial Planning.
• Retirement Planning.
• Risk Management.
• Tax Planning.