How we work with you
Whether you’re early in your career and planning for retirement, nearing retirement, or already retired and seeking sound strategies for drawing from your savings, we’re well equipped to help you make wise financial decisions. If you’re trying to reduce your taxes while you’re living or for your estate after you’re gone, the La Jolla Gateway Team can help you develop tax-efficiency strategies. We can also review your investments and provide recommendations based on your goals.
We serve clients throughout the country from offices in the Greater Dallas, Texas and Greater San Diego, California regions. Our team is comprised of friends and family members, spanning multiple generations. We support each other's work, and our clients' needs, by sharing specialized knowledge and expertise gained during decades in the financial services industry.
What to expect
Genuine relationships
We forge deep, long-term relationships built through meaningful conversations with you and your family, to better understand your unique expectations, concerns, goals and priorities in a way that reflects your values and aspirations. We then help you realize your life vision and focus on what’s most important to you—be it the success of your family, personal achievements, or the legacy you want to leave for the people and causes you care about most.
As our client, you experience first-hand the intention and care we put towards our relationships through our approach:
- Gather information to better understand you and your unique goals
- Identify how we can best work together
- Customize strategies and solutions to help you reach your goals
- Connect through regular reviews to assess progress and adapt plans as needed
Financial guidance
When you work with us, you’ll find that our goals-based approach helps define how you want to live your life. It’s an opportunity to bring clarity for where you are today, while building confidence for where you want to go tomorrow. Our experienced financial professionals, intuitive tools and personalized process help manage your lifestyle, investment and protection needs. We specialize in the following areas:
- Dedicated planning services
- Income distribution planning
- Wealth accumulation
- Charitable giving solutions
- Tax efficiency planning
- Estate planning
- Business planning
And our research, knowledge and expertise provide insight into the nuances of your goals—and how all the pieces fit together. As life happens and your circumstances change, we make sure you’re comfortable with your overall financial picture and help you stay on track.
Objective advice
No matter what stage in life, you can depend on us to help you navigate the complex choices and challenges that planning for the future brings. We offer comprehensive solutions and strategies to help integrate all your interests—family, business, lifestyle and philanthropy. By working together and taking a personalized approach to exploring your financial goals and priorities, our guidance helps inspire you to make thoughtful choices and encourages you to live the life you envision.