Financial Services

Financial services provided by Bates Hewett & Floyd are attuned to your unique financial goals and are tailored to encompass all of the existing variables in your financial life.


Our Approach

Financial Services

By coordinating existing financial relationships, we can assist in developing a goal-oriented plan that maximizes potential income and minimizes risk. Our approach to wealth management is also goal-based. Once your individual financial goals are identified, we analyze the market, tax implications, and unknown risks associated with growing your estate and provide comprehensive illustrations of the avenues by which you may realize success. With your individual financial goals at the forefront, we work to build risk-averse and tax-efficient plans that function to achieve those goals.

Overview of Biden’s Proposed $1.9 Trillion Stimulus Package

The House of Representatives has passed its version of President Joe Biden’s proposed stimulus bill, which includes extended unemployment benefits, direct checks to individuals and more. The bill is now with the Senate, where some provisions will likely change....

Putnam Insurance: What Makes You Unique?

Putnam Insurance: What Makes You Unique? Putnam County, Florida is a beautiful place to live, raise a family, and retire. There is a lot to love about this area, which offers a slower pace of life when compared to many of the larger cities throughout the state. Here...

How To Pick Financial Planning Services in St. Johns and Putnam County

Residents who live in Northeast Florida, including the St. Johns and Putnam County areas, can call our office for all of their financial planning needs. With today's economy, it's important to have low-risk investments and tax efficient programs that allow you to make...

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