Take The "complexity" out of life and Learn to Simplify.
Take The "complexity" out of life and Learn to Simplify.
Take The "complexity" out of life and Learn to Simplify.
Welcome to our Web site, where you’ll find a wealth of information (Please glance at initially, scroll down, close the window, and not let data overwhelm. Please come back to these links or go to resources tab when time permits to read or print) in the form of newsletter, articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
I am a licensed registered representative.
My main objective is help you learn, understand, and to develop a financial plan that you can understand and take actions to maintain a smooth transition to retirement.
You are the main focus and your objective is paramount in our discussion.
Awareness – Is Sharing
I will transfer my awareness to you.
This will start a or be the foundation you will build upon.
As you are comfortable, you will start to create momentum and motivation to accomplish each step.
We have financial planning service to keep you on track.
We work together with you in developing your financial plan.
Periodically, we review your financial plan to ensure it is updated to meet your current and future needs for your life events as they develop.
Awareness – Is Creating
I will pace along with you in working toward the design and structuring a plan that will continue to give you clarity.
Your financial plan will let you start to enjoy things that are meaningful to you, rather than worry about if you need to stretch your money during your retirement years.
Awareness – Is Confidence (Video)
I will be your mentor / a coach providing you with continue awareness ensuring your journey is smooth and you cross the finish line safely.
Gateway uses tools to check your financial plan.
We have a team of experienced financial adviser to optimize your financial plan to meet personal objectives as your retirement events unfold.
Awareness – Is Trust
You will share this awareness gained with friends that will benefit.
With our help, you get what you need to maintain a smoother transition each step closer to retirement.
Awareness – Is Focus
Your actions will continue to be simple and deliberate remembering Awareness is what brought you along your journey.
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Newsletters
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Car Affordability
How much can you afford to pay for a car?