Cates Financial Planning, LLC

Cates Financial Planning, LLC, or “Cates FP” for short, is a fee-only Registered Investment Adviser. Cates FP was founded to provide the highest quality financial and tax advice to clients.

What makes the business different than many financial planning firms is the focus on integrating tax and financial advice into a one-stop shop. Cates FP combines financial planning, tax advice, tax preparation, and investment management services to provide high quality fiduciary advice that is more difficult to obtain when coordinating two separate relationships – the financial planner and tax professional.

The integrated financial advice is typically very appealing to high-earning households, business owners, and real estate professionals.