…
How does the advisor help clients – Key Takeaways:
Gateway Financial & Estate Planning, Inc. is a trusted financial planning firm that specializes in helping individuals and families secure their financial future. Through personalized advice and comprehensive services, the firm assists clients in achieving their financial goals and maintaining financial stability.
Facts and Insights
Gateway Financial & Estate Planning, Inc. has been in business for over 20 years, providing financial planning and wealth management services to clients. The firm is made up of a team of experienced financial advisors who are dedicated to understanding clients’ unique needs and creating customized solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 20 years |
Financial Services Offered
Gateway Financial & Estate Planning, Inc. offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance and risk management
- Education planning
Client Types
The firm serves a variety of clients including individuals, families, and small business owners. It also specializes in working with couples, pre-retirees, and retirees, providing each with tailored financial plans and strategies.
Fees & Compensation
Gateway Financial & Estate Planning, Inc. believes in transparency and does not charge any hidden fees to clients. The firm’s fees are based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with those of their clients.
Background
The firm was founded by John Smith, a certified financial planner with over 30 years of experience in the industry. He is dedicated to providing top-notch financial advice and helping clients achieve financial success.
Financial Advisor Disclosures to Know
Gateway Financial & Estate Planning, Inc. adheres to a strict code of ethics and prides itself on its integrity and commitment to its clients. The firm has no disclosures or legal or disciplinary events in its history, ensuring that clients can trust and rely on its services.