Gateway Financial Partners


  • Financial Planning; retirement income, social security income, pension income versus remaining debts

  • Retirement savings; 401k rollovers, IRA contributions, social security income review

  • Education savings; 529 college plans, investment accounts

  • Life insurance; term and permanent coverage

  • Contract reviews; life insurance, annuities

  • Debt Obligation Paydown plans; credit cards, student loans, home mortgage

  • Estate Planning; Will preparation, assigning beneficiaries


Meet and Greet
  • (30-45 minutes)
  • Gathering investment statements and contract summaries
  • Discuss goals and risk tolerance
  • Review account type options
Proposal Review
  • (45-60 minutes)
  • Review portfolio/ policy proposal
  • Confirm risk tolerance and performance expectations
  • Choose account type and discuss fees associated with chosen account
  • Sign off on account, initiate transfer and/ or fund account(s)
Continued Assistance
  • Quarterly, Bi-annual, or annual review meetings
  • Online Access to accounts
  • Ability to contribute to account through ACH
  • Direct contact with your financial professional (no 800 numbers or hold times!)

Elizabeth Glazier

LPL Financial Advisor

Please feel free to reach out to me with any questions!


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