Who We Are
Gus Bates Financial Services creates customized insurance and investment strategies for businesses and individuals. Since 1966, Gus Bates has remained committed to cultivating lasting client relationships through a truly different approach to financial well-being.
At Gus Bates, we have a lifetime invested in Fort Worth, in our community, and in you. We live by the words of our founder, “Don’t tell me how much you know, just show me how much you care.”
What We Do
Gus Bates Financial Services’ advising process begins with a personalized assessment of current assets, potential liabilities, and future goals for both businesses and individuals.
- Term - 10,15, 20, 30-Year level premium
- Permanent - Universal Life, Indexed Universal Life, Variable Life, Whole Life
- Business policies – Buy/Sell, Key Person, Executive Bonus Arrangements
Traditional, Life/LTC Combo, Life/LTC Hybrid
Personal and Multi-Life/Group
Medicare Supplements, Medicare Advantage, Medicare Part D
Active money management in partnership with third-party wealth managers
Brokerage Accounts, IRAs, Roth IRAs, SEPs, SIMPLE-IRAs, College Savings plans
Variable, Indexed, Fixed
