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HOLISTIC FINANCIAL PLANNING WITHOUT JUDGMENT

FEE-ONLY | FULL-TIME FIDUCIARY | WHOLLY INDEPENDENT

Trusted Fiduciary Financial Planner Services in Ohio

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FINANCIAL SUCCESS IS COMPLICATED:

Let's face facts:

Let’s face facts: You might have an investment portfolio you manage yourself, a 401(k) from your employer, and even a few life insurance policies picked up over the years. Do they all work together? Or are the pieces of your financial life operating independently and without a plan? At Gateway Financial, our fiduciary financial planner team in Ohio can help you manage your investments, set budgets, and plan your legacy to ensure you save enough to retire comfortably.

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RELAX. WE HAVE GOOD NEWS

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One team to manage your investment, set your budget, plan your legacy, and ensure you save enough to retire comfortably.

 

HERE ARE THE QUESTIONS WE CAN HELP YOU ANSWER:

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  • Am I invested in the right "stuff"?

  • Am I paying too much in taxes? How can I reduce my liability?

  • Can all my assets and investments get me to and through retirement?

  • Do I have enough money for retirement?

  • Do I need to be investing in anything else?

  • Should I be worrying about things I hear in the news about crypto?

  • What happens if I need to start caring for my parents financially?

  • What if I get sick? How will I make sure my family is cared for?

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Disclosure: All investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or protect against loss.

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STREAMLINE COMPLICATED FINANCES
REDUCE TAXES IN RETIREMENT
HAVE A PLAN FOR INCOME
UNDERSTAND YOUR INVESTMENT

LOCATION

9821 Olde Eight Road

Suite M

Northfield, OH 44067

CONTACT INFORMATION

tpouliot@mygatewaymoney.com

(844) 592-9888

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Gateway Financial, LLC is registered as an Investment Advisor with the State of Ohio and other jurisdictions where exempted. Registration of an Investment Advisor does not imply any level of skill or training.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Gateway Financial, LLC (referred to as "Gateway Financial") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Gateway Financial does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Gateway Financial be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Gateway Financial or a Gateway Financial authorized representative has been advised of the possibility of such damages. In no event shall Gateway Financial, LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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