Products and services. Aligned with your priorities.
At the La Jolla Gateway Team, we specialize in providing holistic guidance throughout the financial planning process. That means we can help with multiple aspects of your investments, retirement savings and estate strategy activities, including:
•Wealth management
We'll help you accumulate and use assets in ways that meet your short- and long-term financial goals.
•Distribution strategies
We'll help you generate income and gain access to savings when you need it, in a tax-wise manner– including during retirement.
•Legacy creation
We'll help you use your financial gifts to benefit family members, causes and community institutions you care about.
•Tax-efficient financial planning
We'll point out the tax implications of your investment options to help you maximize your returns.
To provide this broad scope of assistance, we'll work closely with you. We'll get to know you and come to understand your priorities and values. Your goals will guide our work. While we do not provide tax advice, we can partner with you and your tax professional or attorney.
While we meet with the majority of our clients in person, in our offices located near Dallas, Texas, and San Diego, California, we also have the means and flexibility to work together in other ways. In some instances, for example, we use videoconferencing technology to communicate with clients in their homes.
To learn more about the working relationship you can establish with our team, contact us at any of our locations.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
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.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
