I established Yates Financial to build a thorough financial planning and services organization that builds wealth strategies for our clients, according to their needs and goals, from the breadth of skills and methods learned across my career.
I bring to the table over five decades of experience in business planning encompassing a spectrum of financial insight needed to ensure the long-term success and protection of business owners, individuals and their families, including: contingency/succession planning, key employee attraction and retention, and retirement planning for the business owner.
Certified Financial Planner, Masters of Science in Financial Services,
Chartered Life Underwriters
We strive in helping you identify and prioritize where best to focus your efforts to be able to most effectively strengthen the company using an unbiased systematic approach.
Helping you establish a process and a set of procedures which are used to estimate the economic value of an owner's interest in a business.
We help you plan, track and create a strategic road map by identifying and making improvements to increase value.
A very important aspect for a business owner to address. We help you identify and strategically develop a plan that will identify and reward your key employees. This will maintain stability and add to a business overall profits.
You can count on expecting the unexpected. Owners must address and plan for any unforeseen incidents that will have an adverse affect on their business. Our approach is identifying and planning for such incidents so that there are no disruptions in operations.
As you have launched your business and then what? How to continue being productive and forward thinking to be able to accommodate and adjust to an ever changing business environment. Our experience will be your best partner so you can continue your focus for growth.
The goal of freeing up some time so you can enjoy life is what business owners strive for. How to adequately plan for a retirement is a key component to your future prosperity. We will help you forge a well focused plan towards your retirement goals. Business valuation must be monitored and balanced as to your goals.
With constant changes in tax codes, insurance contracts, financial products how can a business owner maintain sense of these. In helping our clients build a well fortified plan and continuing reviewing this plan is key in maintaining what you have worked so hard to build.
Business owners find themselves at a certain stage in the cycle as to what to do with the business. 70% of business owners struggle and most of these will not survive in the second generation and a lucky few of 10% make it to a third generation. This can be one of the most critical decisions to make and how to address it is how we will help.