Gateway Financial Partners

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Jeffrey Haines

Wealth Manager

Specialized Financial Planning Tailored to Your Life's Milestones

Personal Guidance for Financial Stability During Life Changes, Retirement, and Business Growth.

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Invest in Your Life Goals Family

Our Why

At Gateway Financial Partners, we aim to guide you through life’s milestones in a focused, efficient, and accountable manner. We’re committed to assisting you through significant life events, from home-buying and educational planning to retirement considerations through specialized financial planning. Efficiency and accountability are cornerstones of our practice, aiming to ensure you can consistently rely on us for insightful guidance.

Our planning process is far from generic—it’s a customized blueprint designed with your unique beliefs, aspirations, and life circumstances in mind. We firmly believe that a well-crafted plan is instrumental for understanding your financial ambitions.

Yet, we understand that a plan is not a set-it-and-forget-it endeavor. Life is full of twists and turns, and your financial roadmap should adapt accordingly. This is why we commit to an ongoing partnership; one that evolves and flexes to meet your changing needs. Throughout this journey, transparency and integrity remain our guiding principles, reinforcing the confidence that is so integral to our client relationships.

Choosing Gateway Financial Partners means getting a team dedicated to your financial well-being—every step of the way, for every stage of your life.

Our Services

Retirement Planning

Customized retirement strategies aimed at providing a stable income stream for retirees and pre-retirees, including advising on Social Security and Medicare benefits.
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Retirement Planning

Whether you're already enjoying retirement or it's just around the corner, financial confidence is critical. We specialize in creating customized retirement strategies that aim to provide a predictable income stream while optimizing your assets' growth potential. We consider factors such as your current financial state, lifestyle aspirations, and long-term needs to tailor a plan that truly resonates with you.

Navigating through retirement benefits, Social Security, and Medicare can be complex. We are equipped to explain these aspects in an easy-to-understand manner, aiming to ensure you're making well-informed decisions that contribute to a confident retirement.

We're committed to an ongoing relationship, adapting your plan as your life evolves. Whether it's taking that dream vacation or gifting to your loved ones, we adjust your financial strategy to accommodate your changing needs and desires, working toward a fulfilling retirement journey.

Life Transitions Financial Planning

Specialized financial guidance for individuals undergoing major life events such as divorce, inheritance, loss of a spouse, or a change in employment.
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Life Transitions Financial Planning

Major life events—be it marriage, having kids, divorce, loss of a spouse, inheritance, or a change in job situation—often bring financial challenges along with emotional ones. During these delicate times, we aim to be your financial confidant, providing personalized guidance to help navigate the complexities that come with life's major shifts.

Understanding the legal, tax, and financial implications of life-changing events can be overwhelming. We guide you through each step, focusing on immediate needs while also planning for long-term stability. This could involve asset division, estate planning strategies, or reevaluating investment strategies.

With Gateway Financial Partners by your side, you don't have to go through these significant life changes alone. We're here to offer sound financial counsel aimed at helping you maintain a sense of normalcy and security, despite the changes happening around you.

Business Financial Planning

Providing small and mid-size businesses, including specialized practices like medical & veterinary facilities and contractors, with services ranging from cash flow management to employee benefits planning.
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Business Financial Planning

Running a business comes with its own set of financial hurdles and opportunities. We specialize in helping small to mid-sized businesses, including medical & veterinary practices, machine shops, contractors, and trades, with their unique financial needs.

From optimizing cash flows to employee benefits planning, we offer a range of services designed to enhance your business' financial health. We also provide insights into tax-efficient strategies, helping you work toward maximizing profitability while staying compliant with regulations.

Businesses are dynamic, and your financial strategies should be too. We commit to a long-term partnership that not only aims to help your business grow but also adapts to industry changes and economic cycles. Partnering with us means having a dedicated financial team looking out for your business's best interests.

Family Financial Planning

Comprehensive financial strategies for blended and same-sex families, addressing unique needs like estate planning and inheritance concerns.
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Family Financial Planning

Family structures are evolving, and financial planning should too. Blended and same-sex families sometimes face unique financial challenges that require specialized proficiency. We offer personalized planning that respects the nuances of your family dynamic, such as estate planning strategies that caters to blended families or planning for LGBTQ+ couples who are navigating legal considerations.

Beyond the basics of budgeting and saving, we provide guidance on issues like inheritance planning, guardianship, and help to create wills that respect the wishes of all family members. We aim to ensure you're not just planning for your future, but for the future well-being of your entire family.

By collaborating with us, you're choosing a partner who respects and understands your family's unique needs. We work closely with you to build a financial roadmap that harmonizes with your life, goals, and most importantly, your family structure.

*This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.

Values-Based Investing

Offering ESG (Environmental, Social, Governance) investment options for clients who want their investment portfolio to reflect their personal beliefs and values.
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Values-Based Investing

For those who wish to make an impact with their investments, we offer Environmental, Social, and Governance (ESG) and values-based investment opportunities. You shouldn't have to compromise your values for financial gains, and with our ESG investment offerings, you don't have to.

We work closely with you to understand what causes or issues are closest to your heart. Then, we identify investment options that align with your values, without sacrificing the potential for financial returns. From green technologies to social justice initiatives, your investment portfolio can be a reflection of what you stand for.

Investing with a conscience doesn't mean sacrificing expertise or potential returns. At Gateway Financial Partners, we combine rigorous investment analysis with your personal values to create an investment strategy that you can be proud of.

Non-Profit Financial Planning

Tailored financial services for non-profit organizations, focusing on fund allocation, regulatory compliance, and long-term fiscal responsibility.
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Non-Profit Financial Planning

Non-profits have distinct financial requirements, including funding challenges, grant management, and complex regulatory compliance. We offer specialized financial planning services aimed at helping non-profit organizations achieve their mission while maintaining fiscal responsibility.

Cash flow management and fundraising are critical elements in a non-profit's success. We provide insights into effective asset allocation and investment strategies aimed at maximizing your organization's available funds. Our planning also ensures you remain compliant with regulations, helping to avoid potential legal complications.

We're not just about numbers; we're about your mission. When you work with us, you get a financial partner that understands the unique challenges and responsibilities of managing a non-profit. Our focus is to free you from financial complexities so you can concentrate on making a positive impact.

Financial Education

A focus on client education around their investments, providing them with the tools to make informed decisions.
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Financial Education

In a world where financial jargon can often seem like a foreign language, we believe in equipping our clients with the knowledge they need to make empowered decisions. Financial education is more than just a service we offer; it's a cornerstone of our relationship with you. Our goal is to demystify the complexities surrounding financial planning, investments, and wealth management.

We offer a range of educational materials, workshops, and one-on-one sessions designed to help increase your financial literacy. Topics can include understanding how to read investment reports, the basics of tax planning, or learning the fundamentals of estate planning. The aim is to provide you with a robust knowledge base, so you feel confident in the choices you make about your financial future.

By investing time in your financial education, we're strengthening our partnership with you. We believe that an informed client is an engaged client, and that makes for a successful, long-term relationship. At Gateway Financial Partners, your financial well-being isn't just our profession; it's our passion. We commit to being your educational partner, guiding you through the intricate landscape of financial planning.

We work closely with you to understand what causes or issues are closest to your heart. Then, we identify investment options that align with your values, without sacrificing the potential for financial returns. From green technologies to social justice initiatives, your investment portfolio can be a reflection of what you stand for.

Investing with a conscience doesn't mean sacrificing expertise or potential returns. At Gateway Financial Partners, we combine rigorous investment analysis with your personal values to create an investment strategy that you can be proud of.

Our Process

Navigating your financial journey doesn’t have to be complicated. At Gateway Financial Partners, we’ve streamlined the path to financial alignment into a transparent, three-step process.

Step 1: Discovery Meeting

In our initial discovery meeting, we aim to understand the complete picture of your current financial landscape as well as your future goals and aspirations. This is a collaborative session where we invite you to share your objectives, concerns, and any questions you might have. It’s essential for us to learn about your values, risk tolerance, and life milestones so that we can tailor our approach to suit your needs.

Step 2: Financial Plan Creation

Based on the insights gathered during the discovery meeting, we begin crafting a financial plan that aligns with your goals and values. This involves a detailed analysis of your financial situation, from income streams and investments to liabilities and future commitments. We then propose a comprehensive plan, which will serve as a roadmap for your financial journey. This plan includes investment strategies, retirement planning, risk management considerations, and any specialized services relevant to your situation, such as values-based investing or business financial planning.

Step 3: Ongoing Guidance and Adjustments

Once the financial plan is set, our work is far from over. We schedule regular check-ins to assess your progress, adapt to any life changes, and make necessary adjustments to the plan. Markets fluctuate, and personal circumstances change—your financial plan should be flexible enough to accommodate these variables. We also offer ongoing financial education to keep you informed and engaged. As your committed financial partners, we stay with you every step of the way, making sure your financial activities remain aligned with your ever-evolving life and objectives.

Get to Know Us

Jeffrey Haines

Wealth Manager

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Jeffrey Haines | Where Professional Guidance Meets Genuine Relationships

Jeff has always prioritized meaningful, family-centric relationships in his financial planning practice. With a compassionate approach, he tailors financial solutions that meet you at your current life stage, whether you’re planning for retirement, experiencing a major life transition, or just getting started on your financial journey. The roots of Jeff’s career in finance trace back to a pivotal moment in his youth. Given $500 by his father and the choice to invest in a trumpet or a financial consultation, Jeff opted for the latter. That life-changing meeting didn’t just set Jeff on his professional course; it ignited a passion for empowering others to navigate their financial landscape with confidence.

His dedication to the field is more than just professional; it’s personal. Jeff understands that your financial decisions are often closely tied to your life’s milestones and family commitments. That’s why he takes the time to deeply understand your goals, concerns, and dreams, making them central to every financial strategy he develops. When you work with Jeff, you’re not just a client; you become part of a financial family that’s guided by genuine relationships, ethical practices, and a commitment to your long-term well-being.

Our Ideal Client

Are We a Good Fit? Aligning Financial Goals with Personal Milestones

We believe the best financial plans arise from true collaboration and mutual understanding. Here’s a closer look at the types of clients we typically work with:

Individuals Facing Transitional Life Stages

Whether you are approaching retirement, undergoing a career change, or experiencing significant life events like divorce or the loss of a spouse, we specialize in providing financial clarity during these transitional phases. We offer a range of strategies including retirement planning, risk management, and financial strategies tailored to your unique circumstances. Navigating life’s changes shouldn’t be done alone; allow us to be your financial compass during these pivotal moments.

Small to Mid-sized Businesses

For business owners, managers, and stakeholders, we offer specialized financial strategies aimed at optimizing operations, cash flow, and employee benefits. We understand the complexities of running a business, especially when it comes to financial planning for both the short and long term. From 401(k) plans to customized employee benefit packages, we are committed to enhancing your business’s financial health and employee satisfaction.

Families and Couples

Family dynamics can add layers of complexity to financial planning. Whether you’re part of a blended family, a same-sex couple, or simply looking for a customized family financial strategy, we offer solutions that take into consideration your shared goals, responsibilities, and unique family circumstances. Our family-centric approach aims to provide a cohesive and unified financial plan that benefits all members of the family.

Conscious Investors

If you’re an investor who prioritizes ethical and sustainable investment options, we offer specialized services in ESG (Environmental, Social, and Governance) and values-based investments. We believe that it’s possible to align your investment portfolio with your personal values, all while aiming for financial stability. Our deep understanding of this growing investment sector allows us to guide you in making choices that resonate with your beliefs without compromising on potential financial returns.

So, are we a good fit? If you see your financial needs and goals reflected in these categories, let’s take the next steps together. Your journey to financial alignment starts here.

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Insights & Market Commentary

FAQ's

A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning, estate planning, and more.

Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide expert advice and guidance to help clients achieve their financial goals and make informed financial decisions.

When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.

Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning, estate planning, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.

As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.

Frequently Asked Questions

We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.

Invest in Your Future Today

Embark on Your Financial Pathway Today: Where Vision Meets Action

Life is a sequence of milestones, big and small. Whether it’s purchasing a home, planning a family, entering retirement, or any other significant event, each step deserves a thoughtful financial strategy. That’s where we come in. We’re committed to understanding your personal and financial landscape and providing targeted, practical solutions to align your financial activities with your life’s most meaningful objectives.

We invite you to begin this valuable relationship with us by scheduling a complimentary, no-obligation consultation. This initial conversation is an opportunity for us to understand your unique needs, discuss your financial goals, and outline how we can work together to create a strategy that resonates with your life’s purpose.

Making wise financial decisions shouldn’t be a solo endeavor. We provide not just specialized advice but also ongoing support, regular check-ins, and insightful resources to keep you informed and empowered. We see our clients as long-term partners in a shared journey toward financial alignment and personal fulfillment. When you’re ready to take that significant step, know that we’re here, ready to guide you through each phase of your financial pathway.

Our Location

Gateway Financial Partners
500 Winding Brook Drive
Glastonbury, CT 06033
860.430.8370
jeff.haines@mygfpartner.com

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