[et_pb_section fb_built=”1″ _builder_version=”4.27.0″ _module_preset=”default” use_background_color_gradient=”on” background_color_gradient_direction=”90deg” background_color_gradient_stops=”rgba(42,67,99,0.85) 0%|rgba(41,196,169,0) 100%” background_image=”https://gatewayretirement.com/wp-content/uploads/2024/08/shutterstock_2308073243-min-scaled.jpg” background_position=”top_left” background_blend=”overlay” custom_padding=”120px||119px|||” locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.0″ _module_preset=”default” animation_style=”slide” animation_direction=”left” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.0″ _module_preset=”e598b17a-9229-42f6-b238-019d6094332e” header_font=”Outfit|600|||||||” header_text_color=”#FFFFFF” header_font_size=”80px” header_line_height=”1.1em” custom_margin=”||0px||false|false” header_font_size_tablet=”40px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]
Services
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The Process
[/et_pb_text][et_pb_divider color=”#EAEAEA” divider_weight=”5px” _builder_version=”4.27.0″ _module_preset=”ce0e852d-65f7-4b50-97d9-c94701b6b484″ max_width=”210px” height=”5px” custom_margin=”-24px||30px||false|false” custom_margin_tablet=”-22px||||false|false” custom_margin_phone=”-18px||||false|false” custom_margin_last_edited=”on|phone” locked=”off” global_colors_info=”{}”][/et_pb_divider][et_pb_text _builder_version=”4.27.0″ _module_preset=”22d0da71-6393-430b-a0cd-b77dd565e85c” text_text_color=”#000000″ text_font_size_tablet=”15px” text_font_size_phone=”14px” text_font_size_last_edited=”on|phone” header_font_size_tablet=”55px” header_font_size_last_edited=”off|desktop” locked=”off” global_colors_info=”{}”]
As an independent office, Gateway Retirement’s sole aim is to help you build the retirement of your dreams. Since we’re an independent office, we’re able to focus on making commitments to your goals rather than pushing sales.
During your retirement planning process there are often things the average person will overlook: things you might not even know you’re missing out on—what we call “unknown unknowns.”
To illustrate this, we use a simple visual in our meetings: a bucket with band-aids on it. This might seem silly, but this bucket represents your retirement plan, and the band-aids are there to show the possible gaps. We then ask, ”Would you rather we help you find and fix these gaps, or do you want to figure them out on your own?”
We believe that the more you know, the better your decisions will be. What do you think? Are you ready to be informed?
[/et_pb_text][/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://gatewayretirement.com/wp-content/uploads/2024/08/20240807_095554-scaled.jpg” title_text=”20240807_095554″ force_fullwidth=”on” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.0″ _module_preset=”default” background_color=”rgba(0,30,69,0.32)” background_image=”https://gatewayretirement.com/wp-content/uploads/2024/08/alexey-komissarov-81Rl3Wv5K6o-unsplash-opt-scaled.jpg” background_blend=”overlay” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][dipl_flipbox layout1_flip_style=”right” front_title=”1. DISCOVER” front_use_icon=”on” front_font_icon=”||fa||900″ front_background_color=”#9BB2C8″ back_background_color=”#9BB2C8″ front_icon_color=”#2A4363″ front_use_icon_font_size=”on” front_icon_font_size=”72px” flipbox_min_height=”400px” _builder_version=”4.27.0″ _module_preset=”default” front_header_level=”h3″ front_header_font_size=”39px” back_general_settings_text_align=”left” custom_padding=”||47px|||” border_radii_front_box=”on|10px|10px|10px|10px” border_radii_back_box=”on|10px|10px|10px|10px” global_colors_info=”{}”]
- Assessing Your Current Financial Situation: We’ll review your current income, expenses, assets, and liabilities.
- Identifying Goals: What are your hopes and dreams for your retirement?
- Understanding Current Plans: Together we’ll examine existing retirement accounts, pensions, and other financial resources and make sure there’s no holes in your bucket!
- Evaluating Risk Tolerance: How comfortable you are with various levels of risk in your investments?
[/dipl_flipbox][dipl_flipbox layout1_flip_style=”right” front_title=”3. ANALYZE OPTIONS” front_use_icon=”on” front_font_icon=”||fa||900″ front_background_color=”#9BB2C8″ back_background_color=”#9BB2C8″ front_icon_color=”#2A4363″ front_use_icon_font_size=”on” front_icon_font_size=”72px” flipbox_min_height=”400px” _builder_version=”4.27.0″ _module_preset=”default” front_header_level=”h3″ front_header_font_size=”39px” back_general_settings_text_align=”left” border_radii_front_box=”on|10px|10px|10px|10px” border_radii_back_box=”on|10px|10px|10px|10px” global_colors_info=”{}”]
- Investment Strategies: Evaluate different investment options based on your risk tolerance and retirement goals.
- Savings Plans: Analyze how much you need to save each month to reach your retirement goals.
- Income Streams: Explore potential sources of retirement income, such as Social Security, pensions, and annuities.
- Tax Implications: Assess the tax impact of your retirement savings and withdrawal strategies.
[/dipl_flipbox][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][dipl_flipbox layout1_flip_style=”right” front_title=”2. DEFINE AND EDUCATE” front_use_icon=”on” front_font_icon=”||fa||900″ front_background_color=”#9BB2C8″ back_background_color=”#9BB2C8″ front_icon_color=”#2A4363″ front_use_icon_font_size=”on” front_icon_font_size=”72px” flipbox_min_height=”400px” _builder_version=”4.27.0″ _module_preset=”default” front_header_level=”h3″ front_header_font_size=”39px” back_general_settings_text_align=”left” custom_padding=”||47px|||” border_radii_front_box=”on|10px|10px|10px|10px” border_radii_back_box=”on|10px|10px|10px|10px” global_colors_info=”{}”]
- Learning About Retirement Accounts: We will walk you through various types of retirement accounts (e.g., 401(k), IRA) and their benefits.
- Understanding Withdrawal Strategies: Are you aware of the various methods for withdrawing funds during retirement?
- Reviewing Health Care Options: It’s so important to understand health insurance, Medicare, and potential long-term care needs before you need them.
[/dipl_flipbox][dipl_flipbox layout1_flip_style=”right” front_title=”4. ANSWER QUESTIONS” front_use_icon=”on” front_font_icon=”||fa||900″ front_background_color=”#9BB2C8″ back_background_color=”#9BB2C8″ front_icon_color=”#2A4363″ front_use_icon_font_size=”on” front_icon_font_size=”72px” flipbox_min_height=”400px” _builder_version=”4.27.0″ _module_preset=”default” front_header_level=”h3″ front_header_font_size=”39px” back_general_settings_text_align=”left” custom_padding=”82px||82px||true|” border_radii_front_box=”on|10px|10px|10px|10px” border_radii_back_box=”on|10px|10px|10px|10px” global_colors_info=”{}”]
- Addressing Your Concerns: We will answer any questions about retirement planning, including those related to finances, lifestyle, and health.
- Clarifying Doubts: Provide clear explanations about complex concepts or strategies. We want to ensure your comfort every step of the way!
[/dipl_flipbox][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][dipl_flipbox layout1_flip_style=”right” front_title=”5. SET UP YOUR ‘PIECE OF MIND’ RETIREMENT” front_use_icon=”on” front_font_icon=”||fa||900″ front_background_color=”#9BB2C8″ back_background_color=”#9BB2C8″ front_icon_color=”#2A4363″ front_use_icon_font_size=”on” front_icon_font_size=”72px” flipbox_min_height=”400px” _builder_version=”4.27.0″ _module_preset=”default” front_header_level=”h3″ front_header_font_size=”39px” back_general_settings_text_align=”left” custom_padding=”125px||125px||true|false” border_radii_front_box=”on|10px|10px|10px|10px” border_radii_back_box=”on|10px|10px|10px|10px” global_colors_info=”{}”]
- Finalizing the Plan: Together, we will implement your retirement plan, including investment strategies and savings goals.
- Establishing Regular Reviews: To ensure you stay on track, we will schedule periodic reviews of your retirement plan
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Total Retirement Planning
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Explanation and Implementation for Medicare Part D -drug plan, Supplement selection at the best cost or Advantage plan that suits your doctors and medicine needs.
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Over 70% of those reaching age 65 will need some type of care. We help with this in various forms and some forms without health questions.
[/et_pb_blurb][et_pb_blurb title=”Legacy” image=”https://gatewayretirement.com/wp-content/uploads/2024/08/john-mcmahon-YEVM2bbtYgw-unsplash-opt.jpg” image_icon_width=”200px” icon_alignment=”left” content_max_width=”769px” _builder_version=”4.27.0″ _module_preset=”4b92905e-9236-4a4d-b1eb-2bf004827169″ header_font=”–et_global_heading_font|600|||||||” header_text_color=”#000000″ header_line_height=”1.1em” body_font=”–et_global_body_font||||||||” body_text_color=”#000000″ background_color=”#FFFFFF” min_height=”370px” custom_padding=”40px|40px|40px|40px|true|true” custom_padding_tablet=”30px|30px|30px|30px|true|true” custom_padding_phone=”20px|20px|20px|20px|true|true” custom_padding_last_edited=”on|phone” animation=”off” box_shadow_style=”preset3″ box_shadow_vertical=”30px” box_shadow_blur=”60px” box_shadow_spread=”0px” box_shadow_color=”rgba(53,66,85,0.1)” locked=”off” global_colors_info=”{}” icon_color__hover=”#FFFFFF” icon_color__hover_enabled=”on|hover” header_text_color__hover=”#FFFFFF” header_text_color__hover_enabled=”on|hover” background_color__hover=”#1D1D25″ background__hover_enabled=”on|hover” body_text_color__hover=”#FFFFFF” body_text_color__hover_enabled=”on|hover” background_enable_color__hover=”on”]
Leaving something to your heirs or a cause you want to support.
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To maximize the most income.
[/et_pb_blurb][et_pb_blurb title=”Financial Security” image=”https://gatewayretirement.com/wp-content/uploads/2024/08/esther-ann-glpYh1cWf0o-unsplash-opt.jpg” image_icon_width=”200px” icon_alignment=”left” content_max_width=”769px” _builder_version=”4.27.0″ _module_preset=”4b92905e-9236-4a4d-b1eb-2bf004827169″ header_font=”–et_global_heading_font|600|||||||” header_text_color=”#000000″ header_line_height=”1.1em” body_font=”–et_global_body_font||||||||” body_text_color=”#000000″ background_color=”#FFFFFF” min_height=”370px” custom_padding=”65px|40px|65px|40px|true|true” custom_padding_tablet=”30px|30px|30px|30px|true|true” custom_padding_phone=”20px|20px|20px|20px|true|true” custom_padding_last_edited=”on|phone” animation=”off” box_shadow_style=”preset3″ box_shadow_vertical=”30px” box_shadow_blur=”60px” box_shadow_spread=”0px” box_shadow_color=”rgba(53,66,85,0.1)” locked=”off” global_colors_info=”{}” icon_color__hover=”#FFFFFF” icon_color__hover_enabled=”on|hover” header_text_color__hover=”#FFFFFF” header_text_color__hover_enabled=”on|hover” background_color__hover=”#1D1D25″ body_text_color__hover=”#FFFFFF” body_text_color__hover_enabled=”on|hover” background_enable_color__hover=”on” background__hover_enabled=”on|hover”]
Over 40% of retirees run out of money. This is the #1 retiree concern.
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Avoid the long process of probate.
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Ready to Grow?
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