Gateway Financial Partners

Matthew Grohocki, APMA®, CFS®

Financial Planner

Personalized Financial Planning Tailored for You

Helping individuals and families craft a comprehensive financial blueprint to align with their goals.

Invest in Your Journey Legacy Future

Our Why

In today’s fast-paced world, finances often become a complex web of decisions, opportunities, and challenges. We firmly believe that every individual and family deserve not just any financial advice, but one that’s meticulously crafted to their unique circumstances and life aspirations.

At the core of our mission is the commitment to genuinely understand you. From your most ambitious dreams to your everyday concerns, we want to know what drives your financial decisions. This personalized understanding allows us to craft advice that truly fits you.

Empowerment is central to our philosophy. We don’t just offer advice; we aim to equip you with the knowledge and tools to navigate your financial journey confidently. Through sound advice, transparent discussions, and an ongoing partnership, our goal is to transform the often-daunting realm of financial decision-making into an empowering and liberating experience.

In essence, our ‘why’ is you. It’s about ensuring you feel supported, educated, and confident in the financial choices you make today, setting the stage for a brighter, more confident tomorrow.

Our Services

Our Tailored Financial Packages

ESSENTIAL

  • Risk Tolerance Analysis
  • Investment Portfolio Review
  • Budget management
  • Liquidity Analysis
  • Debt Management Strategies
  • Student Loan Management
  • Retirement Planning
  • Insurance Needs Analysis
  • Personal Asset Map
  • Ongoing Financial Advice
$ 600 Annually or $50/mo

PREMIER

  • All of the Essential Package plus:
  • Tax Minimization Strategies
  • College Planning
  • Employee Benefits Analysis
  • Estate Planning Strategies
  • Social Security Strategies
  • Income & Cash Flow Planning
  • Online Portal Access
  • Financial Plan Deliverable
$ 1500 Annually

A LA CARTE

  • Life Insurance Strategies
  • Disability Insurance
  • Long Term Care Insurance
  • Investment Review/Advice sessions (fees apply)

Planning fee discounts will be given based on assets under management commitments according to this fee schedule:

Assets
Fee
$0 - $499,999
1.25%
$500,000 - $999,999
1.00%
$1,000,000 - $1,999,999
0.75%
$2,000,000 - $4,999,999
0.5%
$5,000,000+
0.4%

Our Process

Navigating the financial landscape can be complex, but we aim to simplify it through a structured, yet flexible, approach tailored to your unique needs. Here’s a glimpse into how we work with you to pursue your financial goals:

Step 1: Discovery Meeting

Our journey begins with understanding you. In this initial meeting, we dive deep into your current financial situation, goals, concerns, and aspirations. It’s a time for open dialogue where we listen to your stories, answer any preliminary questions, and outline the path ahead. Building a solid foundation through collaboration and understanding is pivotal, and this meeting sets the stage for our partnership.

Step 2: Data Gathering

Armed with insights from our discovery meeting, we get to work. This phase involves crafting a personalized financial strategy tailored to your objectives. Once we’ve designed a plan that resonates with your goals, we discuss it with you in detail, helping you stay informed and comfortable with each decision. With your approval, we move forward to implement the strategies, making your financial vision a tangible reality.

Step 3: Strategy Meeting

Financial planning isn’t a one-time task; it’s an evolving journey. As life changes, so do financial needs and goals. That’s why we schedule semiannual reviews to assess how your plan is performing against set benchmarks. During these reviews, we discuss any changes in your life, adjust strategies if needed, and aim to ensure you’re on track towards your financial aspirations.

Step 4: Ongoing Reviews

To maintain the relevance and effectiveness of our strategy, regular review sessions are imperative. Depending on your preference, these could be quarterly or annual meetings. These sessions serve as checkpoints to evaluate our progress, modify our strategy if necessary, and aim to ensure that we’re aligned. I remain at your disposal throughout the year, ready to offer guidance whenever required. Life is ever-changing, and these review meetings help our plan remain adaptable and on course.

Get to Know Us

Matthew Grohocki, APMA®, CFS®

Financial Planner

Meet Matthew: Your Financial Guide

In the world of finance, the right guidance can make all the difference. This understanding is at the heart of Matthew’s approach to financial planning.

Matthew Grohocki has spent over 3 years in the financial industry, but it was his early interest in the practical aspects of personal finance and investment that set him on this path. What began as helping friends and family with their financial challenges became a professional calling. Through these experiences, Matthew learned firsthand that finance isn’t just about spreadsheets and rates; it’s about understanding people’s lives, their concerns, and their aspirations.

Matthew prides himself on breaking down the complexities of finance into practical, actionable guidance. His objective? To give his clients clarity, enabling them to make well-informed financial decisions confidently.

With credentials like the Accredited Portfolio Management Advisor (APMA) and Certified Fund Specialist (CFS) to his name, Matthew’s qualifications are grounded in solid professional training. As a fiduciary to advisory clients, he is ethically committed to putting his clients’ needs first. This means that every financial plan he creates is meticulously tailored to align with individual aspirations and circumstances.

So, if you’re seeking guidance that combines professional qualifications with a genuine understanding of your financial journey, reach out to Matthew today.

Do Our Values Align?

Our Ideal Client

Navigating the financial terrain is a universal journey, and we believe that quality financial guidance should be accessible to everyone, regardless of their starting point.

For the ambitious small business owner looking to preserve and expand their hard-earned venture, we provide strategic financial planning that aligns with your business goals.

Young professionals, taking their first steps in the corporate world, can benefit from our forward-thinking advice, helping you lay a solid financial foundation for the future.

Blue-collar workers, the backbone of our society, deserve the comfort that their financial future is in experienced hands.

And for retirees, our specialization aims to ensure that you can embrace your golden years with the confidence that you’re making the most of your resources.

Our inclusivity extends to our no minimum asset requirement policy. We firmly believe that everyone, regardless of their current financial status, deserves access to sound financial advice. At the end of the day, our commitment isn’t just about numbers and charts; it’s about understanding your life story, aspirations, and crafting a financial plan that brings your goals within reach.

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

Plan for Tomorrow, Today

Our financial planning approach is rooted in practicality and understanding the individual aspirations of each client. It’s essential for us to strike a balance between enjoying life now while setting the foundation for a stable financial future. Together, we’ll navigate your financial journey, in hopes that most steps align with your personal and financial goals. We recognize that behind many financial decisions lies a dream, a concern, or a vision for the future. Drawing from years of industry experience and a genuine passion for financial guidance, we not only offer qualified services but also a listening ear, including your unique story as a central part of the planning process. In today’s fast-paced world, where financial options can be overwhelming, we prioritize clarity, simplicity, and adaptability. As a team, we’ll craft a plan that resonates with your values and lifestyle, paving a path that celebrates present moments while methodically planning for the milestones ahead. Your financial aspirations deserve more than just a strategy; they deserve a partnership dedicated to bringing them to fruition.

Our Location

Gateway Financial Partners
Matthew Grohocki, APMA®, CFS®
500 Winding Brook Dr.
Glastonbury, CT 06033
860.430.9832
mgrohocki@mygfpartner.com

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