Our Promise:
Helping You Plan For The Future in A Way That Feels Right For You and Your Family
“Taking the IF out of Life so You can Live" is more than just a catchy slogan. It's our mission and driving force when we work with our clients at Gateway Insurance and Financial Services. Our highly experienced team of professionals work with you to get the important questions answered.
- What IF I Live?
- What IF I Linger?
- What IF I Leave?
- What IS My Legacy?
Financial Planning isn't just for the wealthy anymore. "Regular Americans" need the same attention to the details of their retirement and family protection. Whether you own a small business or work in the small/large business we can help you create that level of comfort knowing you have planned properly.
“Households that use financial advisors are three times as likely as non-advised households to have $250,000 or more in retirement savings … and are more than twice as likely to have $100,000 or more.”
Source: LIMRA Secure Retirement Institute 2014 Consumer Survey
Our Services
When you work with Gateway Financial Services you get:
Financial Planning
Fee Based, Asset Management, Portfolio Analysis, Business and Quality Life Plans
Insurance
Auto, Home, Life, Umbrella, Disability, Annuities, Long Term Care, Asset and Income Protection
Investments
Stocks, Bonds, Mutual Funds, General Securities, Variable Products
Who Is Gateway Insurance & Financial Services?
Gateway is an independent financial services and insurance firm with over 180 locations across the United States. Shane Westhoelter founded the company in 1988 and serves as the CEO of Gateway Financial Advisors and Gateway Insurance Group. He and Gateway associates are passionate about providing dignity when it matters most for the clients. This passion spawned the “take the if out of life” concept, where we help clients plan for the expected and insure against the unexpected, whether they live a long time, linger and need assistance, leave through death or divorce or want to leave a legacy for their family or community. To achieve personal results, we use a comprehensive model to address people’s concerns. We use our knowledge and current software tools to develop a personal financial plan, while focusing on the client’s needs through our process called “Quality Life Planning,”™ not just product planning.
To learn more about Gateway Financial and its advisors go to www.gfainvestments.com .
How We Work with You
We follow a simple 4-step process to help you make a good decision about working together. There is no cost or obligation for this work as we want you to know exactly how we can help before you trust us with your hard-earned money.
We are an independent financial and insurance firm helping you plan for the expected and protect against the unexpected. Our goal is to help you “take the if out of life” which allows you to enjoy the journey and have dignity when it matters most. We refer to the solutions as a “quality life plan.”
Here is an overview of our process:
Step 1 - Initial Phone Conversation
Your initial phone conversation is with a Gateway team member, so we can understand what you are looking for from a financial professional and then to schedule an appointment either in person or via web conference.
Step 2 - First Office or Web Conference Meeting
The goal of this meeting is to answer questions, gather information to understand your focus, concerns, and unique financial needs. The result of this meeting will guide us to solutions that “take the if out of life.”
Because a “quality life plan” is crafted for each individual, family or business owner, your answers to these questions provide context and are the driving force of our analysis.
- When would I like to retire and am I on track to be able to maintain my lifestyle when I retire?
- Have I currently positioned my assets to avoid paying too much in estate, gift, or income taxes?
- Can my current investments portfolio be improved?
- Should I be investing more?
- How do I eliminate, or at least reduce, threats to my nest egg?
- How can I avoid outliving my money?
- Have I properly planned for the expected?
- Have I protected against the unexpected?
During our first meeting we discuss exactly what needs to be considered to achieve your financial goals.
Step 3 - Our Analysis
Gateway’s loyalty is to our clients. We are an independent firm and not affiliated with any insurance or investment company. We use a comprehensive model approach to find appropriate solutions to your personal and business concerns, allowing us to make a recommendation to help you achieve your goals. Our team has decades of experience and multiple designations, equipping them to take care of you and your family.
Step 4 - Decision
When you are ready, we will start the implantation of your plan. We will guide you each step of the way by explaining the plan, the recommendations, the product solutions, any investments in detail and make sure we answer your questions. We want to make sure you completely understand your proposed plan and the process. By utilizing our team approach, you will have access to a Gateway team member to assure you get the service you deserve. We will work together to achieve your goals and strive to reduce your concerns and stress.
Engagement Options:
- Flat fee
- Hourly fee
- Subscription model
- Asset based fee
Regardless of the engagement option chosen, we check in with you at least once a year to reevaluate, your plan, your progress, your goals and make any needed shifts or revisions together.
We Can Help You Stay In Charge of your Financial Life!
CALL US TODAYDo You Know Someone Who Recently....
Purchased a Home?
Had a Baby?
Got a Promotion?
Started a New Job?
Just Moved Into Town?
Retired?
Graduated from College or Grad School?
Started a New Business?
Sold a Business?
Went Through a Divorce?
Had a Death in the Family?
We Can Help--Call Us at 405-GATEWAY (428-3929) or 505-585-5595
Here's just some of what you'll learn in this valuable e-book:
- Three Truths About Financial Planning
- Eight Habits of Millionaires
- Creating A Financial Blueprint
- Retirement Plan Fundamentals
- And much, much more!
Myths About Financial Planning
Myth: People who are young don’t need a financial plan.
Fact: Actually, the very best time to start building your financial plan is when you're young. As Einstein said, "the most powerful force in the universe is compounding." When you start planning and saving early in your career time works in your favor.
Myth: Financial planning is expensive.
Fact: Having a qualified and experienced financial professional working with you will save you both time and money. Our team combines literally hundreds of years of experience with access to tools that will both increase your wealth and protect it.
Myth: I can do this by myself, there's lots of tools online to help me.
Fact: Yes there are, but the challenge is bringing all of the components of your financial life together. Taxes, insurance, your job benefits, investments, cash flow, retirement goals, estate planning and more all need to be integrated into a plan so these individual components work synergistically on your behalf. That's what we help accomplish for you.
Address
6000 Uptown Blvd. NE, Suite 100
Albuquerque, NM 87110
Direct: 405-GATEWAY (428-3929) or 505-585-5595
Email:
If you got any questions
Contact Us
Gateway Financial Advisors, Inc. is registered in all 50 states.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Gateway Financial Advisors, Inc. and Cambridge Investment Research, Inc. are not affiliated.
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