Just as the markets evolve over time, so do our planning strategies and financial needs. Even though I’ve been in the finance world for more than three decades, I am constantly looking to further my knowledge, adjust service offerings based on our clients’ needs, and discover new opportunities that may benefit them.
When I graduated with a finance degree and first entered the industry, I focused on helping people protect their assets using various types of insurance. As time went on, I also assisted clients with wealth accumulation and education planning. Before launching Gateway Financial Advisors, I received my Chartered Financial Consultant® designation in order to provide my clients with all aspects of financial planning and serve a more diverse client base.
Today, I am excited and proud to announce that Gateway Financial Advisors now offers eMoney software in addition to our comprehensive financial planning services. What does this mean for you? Here are just two ways you’ll benefit from our expanded services.
1. Financial Planning Services
At Gateway Financial Advisors, we believe that when it comes to creating a financial plan, it’s crucial to do so in a way that protects your needs now and that plans for the future, in a tax efficient manner.
While everyone has their own definition of financial planning, we view it as a process to help you clarify and refine your goals, develop a step-by-step plan for working toward those goals, and tracking your progress over time. My team and I have the knowledge, experience, and training to provide advanced financial planning services, helping you balance your needs today with your dreams for the future.
Financial planning addresses all areas of your financial life, including:
- Your current financial position
- Education planning
- Retirement planning
- Income planning
- Social Security planning
- Estate planning
- Business planning
- Risk management
2. eMoney Financial Planning Software & Secure Online Document Storage
Through our financial planning process, our goal is to help our clients consolidate all of their financial information into one place and feel confident in their financial plan. To do so, we now offer an advanced, comprehensive financial planning software to serve you better. Using eMoney, a dynamic wealth management tool, we have the ability to show you real-time financial planning and interactive scenarios of various financial outcomes, depending on how you choose to invest or what goals you want to achieve.
Through its user-friendly system, you can organize your financial documents, clearly see your accounts and investments, and store your important documents (such as wills and trusts) in a secure online vault.
We added eMoney to our practice to help you better understand how your strategies work for you and what opportunities are available to you so you can make informed financial decisions. As you chart your financial course, we serve as a reliable resource for unbiased recommendations and personalized guidance. We hope you enjoy the new software and the free online document storage vault.
Do you want to learn more about these additions or how financial planning may benefit you? Let’s get started on your financial plan! Contact us today at (505) 369-1224 or email me at email@example.com and we can discuss what is best for your unique situation.
About Kevin Brown
Kevin Brown is an independent financial advisor serving individuals and families in New Mexico. It is his goal to give unbiased recommendations and impartial guidance based on every client’s individual and unique needs and goals. Kevin enjoys helping people to feel confident in their financial future by developing a plan to help insure against what can go wrong so they can enjoy the luxury of investing for what can go right! Call his office today at (505) 369-1224 or email firstname.lastname@example.org