Dale Kolar
AAMS, AIF® – LPL Financial Advisor in Wisconsin
Servicing Sheboygan, Manitowoc, Appleton & surrounding areas
- Rollovers from employer sponsored plans
- Traditional IRA, Roth IRA, 529 plans, Custodial & Trust accounts
- High Net Worth Strategies
- Annuities, Life/LTC
- Estate Planning Strategies
- Series 7
- Series 66
- WI Insurance License
- TX Insurance License
- CA Insurance License
- University of Wisconsin -Madison
Social Media
Contact
Gateway Financial Partners
2108 Kohler Memorial Drive
Suite 230
Sheboygan, WI 53081
920.234.2046
Fax: 920.453.0100
dkolar@mygfpartner.com
Dale.Kolar@lpl.com
Helping You Navigate Life's Financial Milestones with Purpose and Clarity
At Gateway Financial Partners, we believe greatness comes from taking intentional steps toward meaningful goals. Our mission is to guide individuals, families, and businesses as they navigate their financial journey, helping them make informed decisions that align with their values. Through consistent effort and a commitment to personalized strategies, we aim to empower our clients to pursue what matters most to them.
Our Process
Step 1: Understanding Your Needs
Every financial journey begins with understanding. In our first step, we take the time to listen attentively to your goals, concerns, and dreams. This helps us gain a clear picture of your financial landscape and ensures that the strategies we discuss align with your unique circumstances.
Step 2: Developing a Tailored Plan
Using insights gathered in the first step, we craft a comprehensive plan designed to address your specific needs. Whether it’s retirement planning, rolling over a 401(k), or exploring life and long-term care options, our recommendations are built around your priorities.
Step 3: Ongoing Guidance and Collaboration
Your financial plan isn’t static—it evolves as your life does. We provide ongoing support to monitor your progress and adjust strategies as needed. Our commitment to transparency and communication ensures you always feel informed and confident in your decisions.
Get to Know Us
Dale Kolar is an independent financial advisor who takes a dedicated, thoughtful approach to helping clients organize and plan their financial futures. With a focus on tailoring strategies to meet individual needs, Dale works with clients in areas such as 401(k) rollovers, Traditional and Roth IRAs, custodial and trust accounts, and high-net-worth planning. Additionally, he provides guidance on annuities, life insurance, long-term care, and estate planning strategies to help clients address various stages of life with confidence.
At Gateway Financial Partners, Dale values building strong, collaborative relationships with clients. He emphasizes clear communication and personalized service, ensuring that every client feels empowered to make informed decisions about their finances. Dale’s passion lies in helping clients work toward their financial goals with a balanced approach that considers both immediate needs and long-term objectives.
Outside of his professional commitments, Dale treasures time spent with his family, particularly his son, Mason. Whether at home or traveling, Dale embraces opportunities to create meaningful memories and explore new experiences, bringing this same sense of care and attention to his work with clients.
Partnering with Proactive Individuals to Build a Financial Plan That Grows With You
At Gateway Financial Partners, we strive to work with clients who are ready to take control of their financial future. Our ideal client values organization, transparency, and a strategic approach to managing their finances. Whether you’re preparing for retirement, planning your child’s education, or building a legacy for future generations, you appreciate clear guidance tailored to your goals.
We serve individuals, families, and business owners who recognize the importance of aligning their financial plans with their personal and professional aspirations. Our clients are proactive, open to collaboration, and motivated to make informed decisions. With a minimum of $25,000 to invest, they seek a partner who provides personalized attention and practical strategies that adapt as their needs evolve.
If you’re someone who appreciates a structured, goal-oriented approach to financial planning, we’d be honored to help you take the next step. Together, we’ll create a thoughtful plan designed to address today’s priorities while preparing for tomorrow’s opportunities.
Your Guide to Estate Planning Essentials
Whether you’re just getting started or reviewing an existing plan, this guide can help you understand the essential pieces—like wills, trusts, powers of attorney, and tax considerations. It’s written in plain language to help you make informed decisions and avoid common pitfalls. Download it to get a clearer picture of what you might need, and how to take the next step with confidence.
