Gateway Financial Advisors

Services

Investments

Working with one of the largest independent broker dealers and registered investment advisors in the country, Gateway has the tools to offer any type of investment. We give guidance on investments to protect and grow your wealth and give conflict free advice working with non-proprietary investments. We are fee based fiduciary advisors taking into consideration your time horizon and comfort with risk. We help you achieve a diversified portfolio to confidently build for the future.

Portfolios

We place our clients in portfolios that meet their goals in life. We guide our clients in the appropriate and most proven ways to invest and give them access to the best money managers in the industry.

Annuities

Annuities can provide downside protection from the markets and provide a reliable stream of income for life. We work with many types of annuities to maximize your retirement and tax deferral objectives.

Financial Planning

Developing financial plans with you to get you where you want to go in life. We want to take the abstract idea of “how much money do I need” and “when can I retire” and replace them with real numbers and an optimal plan to get you there. Comprehensive planning taking into consideration your lifestyle, goals, and income to give you guard rails on spending and saving with the ultimate goal to get you where you want to go in life.

Online access to your plan

Use online access to help you stay on track at your convenience. Link to your various savings and investments to see up to date numbers on how your plan is progressing.

Education

Education

We believe education is key to empowering our clients. Providing the financial knowledge to build a trusting relationship while helping clients filter out the flood of noise from advertisements and gimmicks. Info, workshops, podcasts, and seminars. Ask about setting up an educational event for your office or group.

Protections

We assess your current level of protection. We work with Life, Health, Disability, Long Term Care, Auto, Home, Umbrella and Asset and Liability protections.

Life Insurance

We work with nearly 50 different life insurance carriers to find the life insurance company that will give you the best offer for your health and age. Click here to find out more about Life Insurance and why Gateway is the best option to save you money over tv commercial 1-800 numbers and calling up insurance carriers directly.

Final Expense Plans

Final expense or burial policies are great for those on a fixed income. They are designed to take care of final expenses, burial, and medical costs so that you do not leave those burdens on your loved ones. You cannot be turned down for health and your price won’t ever go up. Click to find out more details.

 Health Insurance

Medicare Supplemental, Medicare Advantage, Cancer, Accident policies. Concerned about being on a fixed income and trying to save on health care cost? We have great options in every parish.

Disability

Losing the ability to work can be devastating to a families finances and their standard of living. Policies for professionals who want to protection for their own occupation.

Long Term Care

Over 70% of people who reach age 65 will have a long term care event in their life. 20% of those will need 5 years or more of care. Protect your loved ones and hard earned wealth from long term care that is not be covered by Medicare.

Auto

Shop car insurance pricing. We live in a state with the 3rd highest rates in the country. Its very important we find the lowest rates possible.

Home

Protect your home, possessions, and liability with a home owners policy

Business Services

We provide business insurance and business owner services to take the burden of employee benefits and other back office issues off the owner. Gateway streamlines the process of new or existing benefits to get owners and managers back to running their business. Our focus is to provide the best benefits for your deserving employees with the least amount of time and administrative demands on the business.

Employee Benefits

We advise business owners and human resources to provide cost effective and easily managed benefits for their employees. Save time and money. Group Health, 401k, Dental, Vision, Group life insurance, Voluntary Benefits, Cafeteria Plan 125 plan options.

Business Owner Services

Liability insurance, Workman’s comp, executive bonus plans, Buy Sell agreements, Business valuation