Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure." I have been a Financial Advisor since the year 2000. I have a passion for helping individuals, families and businesses build wealth over time with conservative investment strategies and principles.
I believe all investors should have the opportunity to learn about the importance for planning for their future and building a plan to get there. I grew up on a small farm in Lexington, IN, and graduated from Southwestern High School in Hanover, IN.
I believe all investors should have the opportunity to learn about the importance for planning for their future and building a plan to get there. I grew up on a small farm in Lexington, IN, and graduated from Southwestern High School in Hanover, IN.
Services
Gateway Investment Services provides comprehensive financial planning services. Our primary focus at Gateway Investment Services is you, the client. We will work with you to create and develop your financial and retirement goals, with a personalized and individualized plan of action. Whether you're just starting out investing or are close to retirement, we are here to help you pursue your goals.
A native of Madison, Indiana I graduated from Madison Consolidated High School and Ivy Tech Community College. I began my career in retail services and as has served as a customer service specialist throughout my career. I joined Bill Hensler and Tanner Mahoney as their administrative assistant in March of 2018.
Let us help you shop existing plans for a better value and benefit for your business and your employees. We will then help you implement a plan, which in turn helps with employee retention and increases tax benefits. We are here to help with implementation of simple IRAs, including a review of current investment strategies and current cost structures on existing plans.
With an advisory relationship with Gateway Investment Services, you pay an annual fee (usually a percentage of assets under management) for the services and product-neutral investment advice you receive, rather than paying per transaction in your account. Because the fee is a percentage of your overall account value, as your account value rises or falls, your advisor's compensation rises and falls with it.
We provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you work towards your goals. Scheduled outreach includes regular periodic account reviews, planning reviews, weekly economic updates and our informative client newsletter.
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