Gateway Financial Partners

FINANCIAL PLANNING PACKAGES

STARTER

  • Develop Investment Portfolio & Set Financial Goals
  • 5yr Cash Flow & Swing Projections
  • Review Retirement Account Contributions for IRA & Roth
  • Evaluate Employer Retirement Plans: 401(K), 403(B), SEP IRA, Etc.
  • Review Life Insurance
  •  
  • What You Pay:
  • $500 Up Front
  • $500/yr-Annual/ Semi-Annual/ Monthly Meetings

ESSENTIAL

  • Everything in Starter Package Plus:
  • Investment Portfolio Analysis, Strategy, Goals & Recommendations
  • Debt Strategy for Mortgage, HELOC, Student Loans, Auto Loans, Etc.
  • Traditional vs. Roth Contribution Analysis
  • Education & College Funding
  • Cash Flow Analysis
  •  
  • What You Pay:
  • $1,000 Upfront
  • $1,000/yr-Annual/ Semi-Annual/ Monthly Meetings
  •  

ADVANCED

  • Everything in Essential Package Plus:
  • Tax Coordination With your Accountant
  • Alternative Investment Strategy (Private Equity, Venture Capital & Non-Traded Real Estate)
  • Tax-Qualified Investment Consideration (Exchange Funds, Deferred Annuities, Etc.)
  • Retirement Income Forecasting & Planning
  • Estate Planning Review-Document & Beneficiary Reviews
  • Roth Conversion Analysis
  •  
  • What You Pay:
  • $2,500 Upfront
  • $2,500/yr-Annual/ Semi-Annual/ Monthly Meetings
  •  

CHECK OUT THIS INFORMATIONAL VIDEO ON HOW WE MANAGE AND TRACK YOUR ASSETS!

My Fee Schedule

AssetsFee
< $250,0001.5%
$250,000 - $500,0001.25%
$500,000 - $1,000,0001%
$1,000,000 - $5,000,0000.75%
$5,000,000+0.50%

If you would like to check out my social media channels, click any of these buttons below and stay connected for more financial education!

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Andrew Aubrey

LPL Financial Advisor 

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