Empowering Your Financial Journey with Personalized Guidance
Begin a Conversation That Paves the Way for Your Financial Future
Invest in Your Family Dreams Aspirations
Personalizing Your Financial Journey
At Gateway Financial Partners, we understand that financial planning is a personal journey. With over twenty years of specialization, Justin Levanetz has a profound appreciation for the unique stories behind each client’s financial goals. Our approach is about more than just numbers; it’s about connecting with your aspirations and designing a plan that harmoniously aligns with your life’s ambitions.
We specialize in guiding pre-retirees and families, offering personalized advice tailored to your specific stages in life. Justin’s commitment to understanding each client’s individual needs allows us to provide strategies that are not only financially sound but also deeply resonate with your values and future plans.
In navigating the complexities of financial planning, our aim is to bring clarity and confidence to your decisions. Whether it’s planning for retirement, funding education, or estate planning, our focus is on simplifying these processes, enabling you to move forward with assurance in pursuing your financial objectives.
At Gateway Financial Partners, your aspirations form the core of our strategy. We’re dedicated to a financial partnership that supports your goals and nurtures your financial well-being, every step of the way.
At Gateway Financial Partners, we’ve crafted a meticulous and responsive process to guide you through your financial planning journey. This approach, championed by Justin Levanetz, is structured to reflect your unique needs and aspirations, adapting to the evolving nature of your financial life.
Step 1: Personalized Discovery
The journey begins with a deep understanding of your individual financial situation, goals, and challenges. In this initial stage, we engage in a thorough conversation that extends beyond just numbers. We aim to grasp the essence of your life’s aspirations, concerns, and priorities. This step is crucial for laying the groundwork for a financial plan that truly mirrors your personal and financial objectives. We gather essential information, including your current financial statements and investment portfolio, and discuss your future aspirations to construct a comprehensive picture of your current position and your desired path.
Step 2: Strategic Financial Planning
Leveraging Justin’s extensive knowledge and experience, we craft a comprehensive plan that is aligned with your specific needs. This stage involves creating a detailed strategy for your financial journey, focusing on areas such as retirement preparation, education funding, and estate planning strategies. Our planning takes into account various factors including your risk tolerance, time horizon, and current financial status. We conduct scenario analyses to help you understand the potential impacts of different financial decisions on your future.
Step 3: Ongoing Guidance and Support
We recognize that financial planning is an ongoing process, adapting to life’s changes. In this phase, we are committed to providing continuous support and guidance, modifying your strategy as your life circumstances evolve. This includes responding to career changes, family developments, or market shifts. Regular reviews and adjustments are part of our commitment to adapt your plan to remain relevant to your evolving goals. Our goal is to offer guidance and professional advice, being a valued advisor you can rely on throughout your financial journey.
Get to Know Us
Your Partner in Financial Empowerment
Justin Levanetz’s journey in the financial services sector, commencing in 1998, is distinguished by a deep-seated passion for empowering clients to unlock their financial potential. His career, which began as a sales assistant and evolved into a financial advisor role, reflects a commitment to excellence and client success. Justin’s approach is characterized by a keen understanding of each client’s unique story, aligning their financial plan with their personal goals and values.
With a Bachelor of Arts degree from the University of Wisconsin at Green Bay, Justin’s educational background laid the foundation for his comprehensive understanding of financial planning. His experience spans a broad spectrum of financial services, including advisory services, education funding, estate planning strategies, and retirement planning. This diverse expertise allows Justin to offer tailored strategies that cater to a wide range of financial needs.
Justin’s philosophy is centered around being loyal to the customer. He believes in dedicating the necessary time and attention to fully comprehend his clients’ aspirations, hopes, and dreams. This client-centric approach helps to ensure that every financial plan is not just a set of numbers and projections but a reflection of the client’s life journey and future aspirations.
Throughout his career, Justin has been recognized for his dedication and proficiency in financial advising. By 2005, he had risen to become one of the top financial advisor at his firm, a testament to his skill, knowledge, and commitment to client service. In 2006, he embarked on establishing his independent business, continuing his dedication to providing personalized financial services.
Justin’s proficiency is not just in crafting effective financial strategies but also in building lasting relationships with his clients. He views each client relationship as a partnership, one where trust, transparency, and mutual understanding are paramount. It’s this personal touch, combined with his professional expertise, that makes Justin a sought-after advisor for families and individuals preparing for retirement, seeking education funding strategies, or requiring comprehensive estate planning strategies.
Do Our Values Align?
Building a Future Together: Does Our Approach Match Your Needs?
At Gateway Financial Partners, we excel in assisting a specific clientele: pre-retirees, families, and individuals in need of comprehensive estate planning. Our ideal clients are those who place a high value on personalized, in-depth financial advice. They are individuals and families who are not just seeking a financial advisor but a long-term partner in their financial journey.
Pre-retirees approaching us are often at a crucial juncture in their lives, looking for specialized guidance to navigate the transition from active earning years to retirement. They appreciate our detailed approach to retirement planning, which involves understanding their lifestyle aspirations, evaluating various income sources, and creating a sustainable plan that aligns with their post-retirement goals.
Families form another significant part of our client base. They come to us seeking advice on a range of issues from education funding to long-term wealth management and preservation. We understand that each family’s financial situation and goals are unique, and we dedicate ourselves to creating strategies that cater to their specific needs, whether it’s setting up a 529 plan for education savings or developing a strategy to manage and grow family wealth.
Individuals who require comprehensive estate planning strategies find our services particularly beneficial. Our approach goes beyond just preparing wills and trusts; we focus on creating a legacy that embodies your values and wishes. We assist in estate tax planning, helping to ensure your beneficiaries receive your assets in the most tax-efficient manner possible.
Our clients are those who seek more than just financial advice; they seek a relationship built on trust, transparency, and mutual respect. They value a financial advisor who is deeply committed to understanding and achieving their long-term financial well-being. If these values resonate with you, we invite you to collaborate with us. Together, we can create a financial future that not only meets your needs but also fulfills your aspirations and dreams.
Insights & Market Commentary
What is an independent financial advisor and what do they do?
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.
Why should I hire a financial advisor?
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.
How can I determine whether my advisor is a qualified professional?
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.
What services do financial advisors typically offer?
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.
What is your approach to helping clients navigate market volatility?
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
Take the Next Step Towards Financial Empowerment
Ready to actively shape your financial future? Schedule a consultation with Justin Levanetz to start navigating your path to financial success with clarity and confidence. Our consultation is your opportunity to discuss your financial aspirations, challenges, and goals, and learn how our tailored approach can help you achieve them.
Justin’s expertise spans a broad spectrum of financial planning services, from retirement strategies to education funding and estate planning strategies. His personalized approach helping to ensure that your financial plan aligns with your unique needs and aspirations. By partnering with us, you’re choosing a dedicated advisor committed to your long-term financial well-being.
Take the initiative today. Reach out to us, and let’s discuss how we can work together to make your financial goals a reality. Your journey to a confident and independent financial future begins with this step.