GATES FINANCIAL

812-GO-GATES

Step 2: Does your tax preparer discuss the following?

At Gates Financial we discuss with you:

How to currently save or defer taxes?

How to save or defer taxes in the future?

How to save taxes on investments?

Step 3: Let Gates Financial help you adjust your financial sails by:

helping you save taxes and fees now or in the future,

creating an investment plan that reacts to what the markets do and not predicting the future,

teaching you why earning 12.5% average return on your investment may actually cost you money,

and helping you protect your assets and income.

Step 1: Does your investment advisor discuss the following?

At Gates Financial we discuss with you:

How to save taxes on investments?

How to lower fees and expenses?

How to move assets to save taxes now or in the future?

We can't control

the winds, but we

can adjust the sails.