Our Firm
OUR FIRM:
Gateway Financial Advisors, Inc. believes in helping you design a "Quality Life Plan."
The financial decisions you make impact every aspect of your life; mental, physical, and emotional. These decisions can result in stress and worry or bring you confidence and comfort.
Many people spend more time planning for a vacation or buying a car than planning their financial future. As financial professionals, we consider tax strategies, investment diversifications, market adjustments, as well as other important issues that might otherwise be overlooked. However, diversification and asset allocation strategies do not assure profit or protect against loss in generally declining market.
Our team of advisors is experienced to help you define your financial goals and provide solutions to meet those goals. We are committed to helping our clients achieve their financial security.
We believe in risk management not just return management. It is our core belief that portfolios should be managed with the intent of helping to lessen overall risk. We focus on using strategies that allow for both wealth preservation, through the use of insurance products and/or income fixed investments, as well as wealth accumulation, through interest rate driven products and/or investment products.
Our firm utilizes disciplined strategies of risk management designed to allow the portfolio to participate in rising markets and help reduce loss of principal during declining markets. However, an investor should note that no strategy can guarantee a profit or protect against a loss.
Our "Quality Life Plan" is more than a traditional financial plan. It incorporates your life style, your values, and your financial intersts and helps you design your own future plan. We all have different desire, needs, and wants. Our approach is to help you deisgn a plan that incorprates all of these areas, so that you can leave a legacy by design not by default.
Through our unique "team" approach we surround you with a team of professionals, who help you create personal strategies to minimize taxes and achieve your financial goals.
*Registered Representative, Securities and Investment Advisory Services offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.
OUR HISTORY:
Gateway Financial Advisors, Inc. was formed in January 2000, Prior it operated under the name of Shane Westhoelter and Associates insurance agency which was formed in 1988. The focus of GFA, Inc. is to provide a "One Stop Financial Planning Shop". Today GFA, Inc. operates several office locations across the USA.
OUR PHILOSOPHY:
The client's interest always comes first.
OUR VISION:
To help our clients become financially secure, by creating a "Quality Life Plan" allowing them to plan and control their financial future.
We help you take the 'if" out of Life: What if you Live, What if you Linger, What if you Leave, What is your Legacy?
CHART YOUR OWN COURSE:
Unlike other financial services firms, we help you customize your own course to financial security. Our team of financial professionals, will help you define and design your Quality Life Plan. We are dedicated to outstanding service and building life-long client relationships.
IT IS YOUR DECISION:
The financial decisions you make impact every aspect of your life; mental, physical, and emotional. These decisions can result in stress and worry or bring you confidence and comfort. Many people spend more time planning for a vacation or buying a car than planning their financial future. Our team of advisors is experienced to help our clients define their financial goals and provide solutions to meet those goals. We are committed to helping our clients achieve their financial security.
DO NOT FAIL TO PLAN:
We can provide lifetime financial solutions for you and your family that will meet individualized needs and fit your budget. We offer a variety of quality products and surround you with a team of specialists who put our client's interest first. A plan may be worth more than a lifetime of work.
Call today for a consulation
without any obligation.
Call: 800-939-9714
OUR PLEDGE OF CONFIDENTIALITY:
Through our relationship with our clients, we become privileged to sensitive financial information on them, their families, and their businesses. We value the trust placed in us and pledge to hold all information acquired in the strictest of confidence.
|
