Bateman & Co
HistoryHorald M. Bateman, started the company in 1945. In 1982, Horold's son Robert joined the team and helped continue services including providing clients assistance with their financial goals in the areas of estate planning, investment planning, retirement planning, insurance planning, business succession planning, and charitable gifting and giving.. Robert is now the current owner. In 2010 he relocated to spend more time with his children.SpecialtiesFinancial independence during retirement is a goal that many of us desire but rarely plan for adequately. I can help to estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated. Then, an effective, step-by-step strategy is determined to help you achieve your financial goals. We will also analyze any appropriate insurance policies or programs to help safeguard you, your family and/or business.
