Bathurst Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Lonnie L Bathurst

Lonnie L Bathurst

Private Wealth Advisor

Visit Lonnie L Bathurst's website
John Winans

John Winans

Financial Advisor

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James Gorowski

James Gorowski

Financial Advisor

Visit James Gorowski's website

Team

Lynda Gonterman

Office Manager

Joyce Bruch

Client Service Manager