Wealth Management

Our advisors will take into consideration your risk tolerance along with the means necessary to help achieve your financial goals in order to develop an investment portfolio designed specifically with your needs in mind.

By working closely with our portfolio managers to help you have access to well-developed investment strategies, we will work with you every step of the way to position your portfolio in a beneficial manner. 

Estate Planning

Our advisors will work closely with you and your attorney to establish and/or maintain your estate plan. Through private trust services, generational planning and various strategies, our team of experienced advisors will help guide you through this often-overlooked detail of wealth management.

Auto & Home Insurance

One of the things that can derail your financial plan is an uncovered liability exposure on your automobile and homeowner's insurance. We’ll make sure you are aware of any gaps in coverage regarding your current insurance policies.

Gateway Retirement Solutions is able to offer plans with numerous carriers, through our sister company, Gateway Property and Casualty.

Long-Term Care

As someone with long-term goals, you’ll want to be sure you and your spouse are able to afford medical expenses in retirement. Unfortunately, many people spend their savings and investments before they become eligible for Medicaid, which is why we will review your financial situation and provide you with personalized options. Our goal is to help prevent the draining of your retirement savings so that you can experience the opportunities you’ve saved and worked so hard for.

Asset Allocation

In a world of complicated investment options, there are thousands of variables at play including mutual funds, ETFs and hundreds of other economic indicators. Like most diligent investors, you’re aware of the importance your portfolio holds and the role it plays in your financial success. That’s where the value of partnering with an experienced financial advisor comes into play.

Our advisors have developed an efficient process of selecting and optimizing managers and asset classes in order to meet your specific risk tolerance. Through ongoing portfolio monitoring, our advisors help your portfolio by continuously meeting your risk objectives.

_{Asset Allocation does not guarantee a profit or protect against a loss.}

Life Insurance

To help protect you, your loved ones and your assets, we provide you with the most appropriate and cost-effective insurance options. Preparing now for the worst-case scenarios can help you and your family avoid future financial turmoil.

Gateway Retirement Solutions offers plans through numerous carriers

Social Security Consultation

Everyone should have a Social Security analysis from a qualified professional to become educated on its importance and how you can efficiently optimize your wealth. Our experienced team of advisors is equipped to assist you so that you can achieve your long-term goals and receive the assets that you deserve.

The key to choosing the right Social Security strategy is to plan carefully and take a holistic look at your entire financial picture. We will provide you with an analysis of your expected income stream in a variety of scenarios to give you a better idea of what to expect moving forward.

Understanding Medicare 

As you approach your retirement chapter, an important component of your plan is understanding your options when it comes to health insurance. We understand how complex these details can be, which is why we will guide you through the process so you can focus on achieving your life goals without worrying about accomplishing your financial aspirations.

Gateway Retirement Solutions offers plans through the following carriers, and more

We Also Offer Medicare Advantage Plans Through numerous Carriers