Gateway Financial Partners

FINANCIAL PLANNING PACKAGES

A LA CARTE

  • Protection
  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • Investments:
  • - Current Investment Analysis
  • - Investment Management
  • - Portfolio Rebalancing
  • - Semi or Annual Reviews
  •  
  • What You Pay
  • Insurance: $0 (Commissions)
  • Investment Management: See Fee Chart

ESSENTIAL

  • Financial Organization
  • Insurance/Employee Benefits Analysis
  • Investment Management
  • Cash Flow/Debt Planning
  • College Funding
  • Retirement Plan Assessment
  • Client Retainer/Ongoing Advice
  • Personal Financial Website
  •  
$ 130 Monthly

ADVANCED

  • Everything in Essential Package Plus:
  • Tax Minimization Strategies
  • Retirement Income Planning
  • Social Security Maximization
  • Long Term Care Approaches
  • Estate Planning
  •  
$ 230 Monthly
Popular

A LA CARTE

  • Protection
  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • Investments:
  • - Current Investment Analysis
  • - Investment Management
  • - Portfolio Rebalancing
  • - Semi or Annual Reviews
  •  
  • What You Pay
  • Insurance: $0 (Commissions)
  • Investment Management: See Fee Chart

ESSENTIAL

  • Financial Organization
  • Insurance/Employee Benefits Analysis
  • Investment Management
  • Cash Flow/Debt Planning
  • College Funding
  • Retirement Plan Assessment
  • Client Retainer/Ongoing Advice
  • Personal Financial Website
  •  
$ 1500 Annually

ADVANCED

  • Everything in Essential Package Plus:
  • Tax Minimization Strategies
  • Retirement Income Planning
  • Social Security Maximization
  • Long Term Care Approaches
  • Estate Planning
  •  
$ 2500 Annually
Popular

MEETING SCHEDULE

Discovery Meeting
  • We review your questionnaire
  • Uncover what’s important to you financially
  • Assess where you currently are
  • Determine where you’d like to go 

Cash Flow and Protection Meeting

  • Find opportunities to recapture savings
  • Determine proper allocation of savings
  • Discuss potential financial threats and how to minimize them 
Investment Meeting
  • Analyze your current investment portfolio
  • Ensure proper portfolio diversification
  • Align your accounts with your particular goals and time horizons
Implementation Meeting
  • Recap the overall financial plan
  • Finalize the implementation schedule and complete any outstanding action items
  • Agree on a review schedule

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

My Fee Schedule

AssetsFee
<$1,000,0001.25%
$1,000,0001%
$2,500,0000.75%
$5,000,0000.50%

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Derek Mazzarella Financial Advisor

Derek Mazzarella, CFP®

LPL Financial Advisor

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