Gateway Financial & Estate Planning, Inc., a state-registered investment advisor provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are the tenets of our success.
Gateway Financial & Estate Planning, Inc. provides investors with custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As fiduciaries, we are legally obligated to put our client’s interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance offered through Gateway Insurance Services, Inc.
Our main objective is to assist you in navigating today’s complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. We are here to help you navigate through each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the tax-advantaged vehicles used to accomplish your retirement income goals.
Some retirees underestimate the impact a big market loss may have on the future of their income. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
Our organization prides itself on providing retirement strategies to our surrounding communities. We take an extensive look at each client’s unique mix of assets to help integrate the aspects of our client’s wealth into a coordinated strategy.
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.