John Yates, , Clu, Chfc, Msfs Email & Phone Number

Yates Financial was founded to build a thorough financial planning and services organization that creates wealth strategies for our clients according to their needs and goals, from the breadth of skills and methods learned across my career. Yates Financial focuses on:* Succession Planning for the business owner. * Legacy Planning for the high net-worth individual.* Asset Protection (liability elimination or control)* Expense Reduction* Tax Planning (discharging businesses and assets to mitigate capital gains impact)* Tax Reduction (Fed/State income, FICA, capital gains and inheritance)* Profitability increases (gains from the above four factors)* Retirement acceleration (compounding the above factors)* Charitable Contribution planningWe provide a variety of programs that give business owners a step-by-step process to improve their businesses and their lives through cost reduction strategies, asset and wealth protection, and a successful business exit strategy. We work with clients on a national level by identifying Specialized Tax Incentives, Expense Reductions, and Corporate Financial opportunities.John specializes in family wealth strategies and charitable planning. He has been serving clients throughout the western U.S including professionals, high net worth individuals and owners of closely-held and family-owned businesses.The goal of Yates Financial is to be a comprehensive Family Wealth Counseling organization that meets the needs of our clients with customized plans according to their desires, based on financial science and sound methods.Specialties: Wealth Coaching, Asset Management, Estate Planning, Charitable Giving Plans, Financial Stewardship and ...thinking beyond.

Listed skills include Estate Planning, Strategic Financial Planning, Wealth, Retirement, and 14 others.