Gateway Financial Partners

Latest Blogs and News

In today’s evolving financial landscape, navigating the intricacies of retirement benefits can be a daunting task for businesses. Whether you’re a start-up or an established firm, providing optimal benefits to your employees requires thorough understanding and strategy. This is where professional 401k guidance comes into play. Dive into our Cheesehead 401(k) blog, led by Andrew Klein & JP Aime, to uncover invaluable insights and guidance that will strive to steer your business’s 401(k) offerings in the right direction.

A Comprehensive Guide to End-of-Year 401(k) Tasks

As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks and new SECURE Act provisions on your plate, we are here to help you.This article is a helpful guide for

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3 months ago

Boosting Profits and Savings: 5 Tax Strategies for Business Owners

For business owners, striking a balance between operating costs and profit is the cornerstone of

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4 months ago

6 Common Administrative Tasks That Can Morph Into 401(k) Plan Headaches

Managing a 401(k) plan can leave even the most seasoned administrators feeling overwhelmed. With proper

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5 months ago

What is an Investment Policy Statement (and Should You Have One)?

In the financial industry, the term “Investment Policy Statement” is used a lot – but

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7 months ago

Are You a Fiduciary (And What You Need to Know)

The term “Fiduciary” comes from the Latin word “fiduciaries” which means trust. In 401(k) terms, a

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7 months ago

Using Erisa Section 404(c) To Limit Fiduciary Liability

Did you know that as a plan sponsor, you could be held personally liable for

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7 months ago

About the Authors

Andrew Klein

Financial Advisor

Meet Andrew

Andrew was raised in New Richmond, WI by parents who both grew up on dairy farms and fostered a strong belief in both hard work and doing what you say you will do. He attended the University of Wisconsin-La Crosse and graduated with a degree in education. Andrew had had plans of becoming a teacher. After graduation in December of 2002, while waiting for the school year to end and new teaching positions to become available he began working in sales and consulting at a local firm in La Crosse. Andrew quickly realized that this was the role that he wished to pursue for the rest of his career. He worked in various sales and consulting roles over the next twelve years. In 2014, he became a registered financial advisor within MassMutual and MML Investor Services.

In mid-2018, Andrew and his business partner, Jean-Paul Aime, launched their own independent practice that now operates under the Hybrid RIA, Gateway Financial Partners. This was the culmination of their respective dreams to own and operate their own financial planning practice in a fully independent model.

Andrew currently lives in Madison with his wife Pamela. He is passionate about spending time on fitness activities, being outdoors and playing golf.

Meet Jean-Paul

For over 15 years, Jean-Paul (JP) has been working in the financial services industry and more importantly, building relationships with his clients. He appreciates that he has become part of their stories and truly values the relationships he has built over the years. JP’s mission is to bring clarity to his client’s lives by understanding their story, helping them define their financial goals, and implementing strategies to work towards their desired outcome.

When he is not in the office or on the golf course, he can be found with his wife Kimberly, and daughters, Grace and Gloria. They love traveling, playing tennis and golf, and working out together. JP is a member of the 100 Men of Dane County charity organization and previously served on the board of directors for Gio’s Garden. Both being Wisconsin natives, he and Kimberly love calling Madison home.

Jean-Paul Aime

Financial Advisor

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