Financial Solutions - Guided by your Values and Goals
As part of Gateway Financial Group we specialize in providing generational financial guidance that establishes a foundation of confidence and clarity for decades to come.
We do that with…
Specific Solutions: We provide financial solutions and products designed for specific needs. In addition, members of our team are qualified and equipped to offer outside insurance products and investments that can accommodate your unique needs. From life insurance, annuities, mutual funds, and assistance with making Medicare decisions, we promise to meet your personal goals.
Wealth and Asset Management: We offer several platforms and options in which our team can manage and build your investment portfolio. Keeping management costs low, while providing investment strategies that are aligned with your values and needs, is core to our planning practice. Our tax-efficient approach is partnered with our outlook on longevity, building a plan that values distribution, along with growth and preservation.
Custom Financial Planning: Financial clarity is the key to success when it comes to having confidence in the future. Our practice offers custom financial plans to individuals and families that are designed to deliver a clear, complete picture of your current financial situation, with tailored recommendations to navigate you towards greater confidence.
We are committed to serve you through financial choices guided by your values and Christian faith and to help provide financial clarity as you live a life full of meaning and purpose. I hope you will consider being a part of my practice and allowing me to travel alongside you on this journey.
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.