Financial Planning

At Gateway, Financial Planning is approached as “Quality Life Planning.” This means that we’re here to help take the “IF” out of LIFE so you can LIVE! Our process asks four universal questions:

  • What IF I live (old age)?
  • What IF I linger (long term care)?
  • What IF I leave (death or divorce)?
  • What is my legacy?

Gateway is here to help you create a cohesive strategy. By default or by design, we all leave a legacy. Our goal is to help you plan for any scenario – even the unexpected.  An overwhelming topic, made simple, relatable, and practical.

Get Started
Financial Planning image


Insurance image

At Gateway, we believe insurance is a key component of a comprehensive Quality Live Plan™. Protect yourself against the “IF” that inevitably arises in LIFE, so you can continue to LIVE the life you desire.

You’ve built assets and manage those assets. You also need to manage your insurance plan. As life changes, your policies need to grow and change with you.

Gateway Insurance Group offers life insurance, long term care insurance, disability insurance, home/auto insurance, and so much more.   You can trust Gateway to craft a plan that provides the right protections for you.

Get Help
See Gateway Insurance Group


A Quality Life Plan™ includes a strategy for your financial health, based on your investment goals and time horizon.  Not everyone has the same retirement goals or investment objectives – one size does NOT fit all. That’s why Gateway Advisors take the time to learn about you and your goals and objectives.

We help you understand your options, so you can make informed decisions about what products to purchase or investments to make.

The more you understand investments and the plan we design with you, the better chance you have of reaching your goals. For help locating a Gateway Advisor near you, call us at 858-428-3929.

Get Started
Find an Advisor
investments image

Asset Management

Your assets will serve you best when they’re utilized efficiently and monitored regularly.  At Gateway, asset management means both risk management (protecting against the loss of your investment based on your risk tolerance) and reward management (investing for gains with a realistic understanding of market trends and the risk you are willing to take to achieve the returns).

Every choice in life carries risks and rewards. Gateway helps you understand the risks and rewards of your investment choices, empowering you to make educated decisions. We do not simply focus on rates of return or market trends, we also strive to protect your investment and help you reach your financial goals, so you have a Quality Life Plan™, not just an investment plan.

Get Started

Employee Benefits

Finding good talent is hard, and keeping good employees is even more challenging. Business owners across America are constantly on the lookout for ways to maximize their budgets and offer attractive benefits to keep employees engaged.

Gateway works with business owners to secure benefits like medical, dental, and vision insurance, HSAs, Qualified Retirement plans, and long term and short term disability policies. Let us know how we can help you.

Get Started

Gateway Benefit Suite

These products and services are offered through Gateway Insurance and Financial Services, either directly or through Gateway Advisors. If you are not already working with a Gateway Advisor, we can connect you with one, in your local area.

The Gateway Benefit Suite (powered by Elite Marketing) offers money-saving benefits, including: Telemedicine, ID Protection (identity theft protection), Retail Savings, Roadside Auto Services, Travel Savings, and Tech Coach Experts.

To learn more, click on “See Gateway Benefit Suite.” You can enroll directly through this link.  To get your discount access code, contact us directly at 858-428-3929, or contact your local Gateway Advisor.

Get Help
See Gateway Benefit Suite *

* PLEASE NOTE: This information is being provided strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party websites, technologies, information and programs made available through this website.