What We Do



At Gateway Financial Partners, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this time-tested defined process to produce a customized financial plan written specifically for the client. The process begins with the planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help address your goals. In addition, we will discuss the srategies that can be used to implement your plan.