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SERVICES

At the core of your relationship with Gateway Capital Management is a coordinated approach to managing your wealth, providing you and your family the security that comes with knowing you have planned financially for every stage of your life.



We can help you:

Fund Retirement

Applying strategies to help you  fund retirement, transition to retirement or ensure adequate retirement income.

Fund Future Goal

Applying strategies to help you plan to fund a future purchase or accumulate funds for a particular goal.

Financial Position Planning

Applying cash flow management strategies to help you optimize resources available to help you reach your goals. 

Investment Planning

Applying strategies to help optimize portfolio performance to reach future financial goals. 

Income Tax Planning

Addressing the general tax considerations for financial services products, transactions and registrations (ownerships). 

Employee Benefits Planning

Helping make decisions related to your employer-sponsored benefit plans. 

Estate planning

Helping you prepare for passing wealth to your beneficiaries in an efficient manner.

Fund education

Applying strategies to help you fund the education of children, grandchildren or others. This may also include financial aid analysis.

Small business owner planning

Analysis of business cash flow, business valuation, business tax planning, business benefits planning and business transition.

Tax Preparation

Tax Preparation

Tax preparation is provided through our affiliated entity, Gateway Tax Advisors.

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