MY
Services
Protections
We assess your current level of protection. We work with Life, Health, Disability, Long Term Care, Auto, Home, Umbrella and Asset and Liability protections.
Life Insurance
We work with nearly 50 different life insurance carriers to find the life insurance company that will give you the best offer for your health and age. Click here to find out more about Life Insurance and why Gateway is the best option to save you money over tv commercial 1-800 numbers and calling up insurance carriers directly.
Health Insurance
Medicare Supplemental, Medicare Advantage, Cancer, Accident policies. Concerned about being on a fixed income and trying to save on health care cost? We have great options in every parish.
Disability
Losing the ability to work can be devastating to a families finances and their standard of living. Policies for professionals who want to protection for their own occupation.
Long Term Care
Over 70% of people who reach age 65 will have a long term care event in their life. 20% of those will need 5 years or more of care. Protect your loved ones and hard earned wealth from long term care that is not be covered by Medicare.
Auto
Shop car insurance pricing. We live in a state with the 3rd highest rates in the country. Its very important we find the lowest rates possible.
Home
Protect your home, possessions, and liability with a home owners policy
Business Services
We provide business insurance and cash flow management to maximize the amount of money in an owner’s pocket.
Employee Benefits
We advise business owners and HR depts to provide cost effective and easily managed benefits for their employees. Save time and money. Group Health, 401k, Dental, Vision, Group life insurance, Voluntary Benefits, Cafeteria Plan 125 plan options.
Business Owner Services
Liability insurance, Workman’s comp, executive bonus plans, Buy Sell agreements, Business valuation
Investments
Working with one of the largest independent broker dealers and registered investment advisors in the country, we have the tools to offer any type of investment. We give guidance on investments to protect and grow your wealth and give conflict free advice working with non-proprietary investments. Fee based fiduciary advisors. Taking into consideration your time horizon and comfort with risk. We help you achieve a diversified portfolio to confidently build for the future.
Portfolios
We place our clients in portfolios that meet their goals in life. We guide our clients in the proper most proven ways to invest and give them access to the best money managers in the industry.
Annuities
Annuities can provide downside protection from the markets and provide a reliable stream of income for life. We work with many types of annuities to maximize your retirement and tax deferral goals.
Financial Planning
Developing financial plans with you to get you where you want to go in life. We want to take the abstract idea of how much money do I need and “when can I retire” and show you real numbers and an optimal plan to get you there. Comprehensive planning taking into consideration your lifestyle, goals, and income to give you guard rails on spending and saving with the ultimate goal to get you where you want to go in life.
Online access to your plan
Use online access to help you stay on track at your convenience. Link to your various savings and investments to see up to date numbers on how your plan is progressing.
Education
Education
Education is key to bring peace of mind to our clients. Providing the knowledge to build trust while teaching clients what’s just noise. Info, workshops, podcasts, and seminars. Ask about setting up an educational event for your office or group.