Life Stages

When you spend less than you make, avoid the use of debt, build margin, set long-term goals, and give generously, you will have financial peace through every stage of your life.

Principles do not change, but over the course of our lives, we apply these principles in different circumstances.  Tate Financial collaborates on a principles-based strategy that adapts as you get established, grow your wealth, prepare for retirement, and consider your legacy.

Live your life at every stage to hear, “Well Done.

Getting Established

Growing Wealth

Preparing For Retirement

Leaving A Legacy