ABOUT YOUR HOLISTIC
FINANCIAL PLANNER

WHO IS GATEWAY FINANCIAL?

Dedicated to helping you pursue your long-term financial goals, we are a fee-only, full-time fiduciary, wholly independent firm.

Compensated only by the client without earning a commission of any kind for product sales or referrals.

Legally sworn and obligated to always place the interest of the client ahead of their own.

Not affiliated with any brokerage firm, bank, or insurance company. We answer to you, our

clients; not shareholders.