Gateway Financial Partners

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Justin Levanetz

Financial Advisor

Empowering Your Financial Journey with Personalized Guidance

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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.

Our Services

Advisory Services Education

Empowering you with knowledge to make informed decisions.
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Advisory Services Education

Empowering you with knowledge to make informed decisions.
Our educational advisory services are designed to demystify the complexities of financial planning, investments, and wealth management. Justin Levanetz personally conducts sessions to educate you on various financial topics, aiming to ensure you have a solid understanding of investment principles, risk management, and financial market dynamics. This approach is aimed at empowering you to make well-informed financial decisions that align with your personal goals and risk tolerance.
Furthermore, we regularly update our educational offerings to reflect the latest market trends and financial planning strategies. By staying informed, you can be confident in your ability to adapt your financial strategy to changing economic conditions. Whether you are a novice investor or looking to expand your financial knowledge, our advisory services are tailored to meet your level of proficiency and interest.

Funding and 529 Plans

Strategizing for your family's educational future.
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Funding and 529 Plans

Understanding the importance of education, we provide detailed guidance on the most effective ways to save for college. This includes an in-depth exploration of 529 plans and other savings vehicles. We help you understand the tax benefits, contribution limits, and withdrawal rules associated with each option, aiming to ensure that your education savings strategy is both efficient and effective.

In addition to selecting the right savings plan, we also assist in integrating your education funding strategy with your broader financial plan. This holistic approach aims to ensure that saving for your children's education complements your other financial goals, such as retirement planning and wealth accumulation. We also consider the impact of education expenses on your overall financial health, helping you plan for a future that balances your family's educational aspirations with other important financial objectives.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

IRAs and Retirement Planning

Tailoring retirement strategies to your unique life stage.
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IRAs and Retirement Planning

Retirement planning is a critical component of financial well-being. Our services include a thorough analysis of your current financial situation, projected income needs, and long-term goals. We offer professional advice on a variety of retirement accounts, including traditional and Roth IRAs, 401(k)s, and other retirement savings vehicles. Our goal is to help you build a retirement plan that ensures a comfortable and confident future, tailored to your individual circumstances and life stage.

In addition to developing your retirement plan, we provide ongoing support and guidance. As your life circumstances change, we adjust your plan to help ensure it remains aligned with your goals. Whether you're just beginning to save for retirement, approaching retirement age, or already retired, our comprehensive retirement planning services are designed to provide you with the strategies and support you need to enjoy your retirement years with confidence and financial stability.

Estate Planning Strategies

Preparing a legacy that aligns with your values.
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Estate Planning Strategies

Estate planning is an essential aspect of comprehensive financial management. Our services include guidance on creating wills, setting up trusts, and planning for estate taxes. We work with you so that your assets are distributed according to your wishes while aiming to minimize the tax burden on your beneficiaries. Our approach is not just about asset distribution; it's about creating a plan that honors your values and helps to ensure that your legacy is preserved and passed on in the way you intend.

Moreover, we understand that estate planning is a sensitive and complex process. We provide compassionate guidance and support throughout, working to help ensure that your estate plan reflects your life's achievements and your wishes for your loved ones. Whether you're looking to establish a new estate plan or update an existing one, we offer the professional and personalized attention needed to create a plan that meets your specific needs and gives you confidence.

Gateway Financial Partners and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Our Process

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

Justin Levanetz

Financial Advisor

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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.

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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

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.

Our Location

Gateway Financial Partners
W7030 Everglade Rd
Greenville, WI 54942
920-931-0505
justin.levanetz@mygfpartner.com

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