Gateway Financial Partners

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Mike Rickett, MFin, CFA®, CFP®,CDFA®

Financial Advisor

Quality Investment Strategies Tailored to Your Goals

Discover How Strategic Investment Management Can Align with Your Financial Aspirations

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Invest in Your Future Goals Legacy

Our Commitment to Your Financial Journey

At Gateway Financial Partners, our primary focus is on deeply understanding and meticulously addressing the unique financial situations of each client. Here, you’re part of our financial family. With over a decade of experience, Mike Rickett specializes in constructing financial blueprints tailored to the individual needs and desires of each of his clients.

Our methodology is built on a foundation of proactive client education. This helps to ensure that you are not just aware of, but truly understand, the rationale behind each investment decision. Mike’s dedication to transparency and education empowers clients, helping them to make informed financial choices with confidence.

We believe that a well-informed client is a confident client. By fostering a collaborative relationship, we strive to simplify and unravel the complexities of financial planning. This partnership approach ensures that your financial plan seamlessly evolves in tune with your life’s unexpected or expected shifts and aspirations.

Our Services

Personalized Investment Management

Crafting portfolios that reflect your financial goals and risk tolerance.
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Personalized Investment Management

We believe in a personalized approach to managing your investments. Every portfolio we craft is tailored to fit the individual goals and risk profiles of our clients. Michael Rickett utilizes his deep market knowledge to create investment strategies that are designed to be resilient and adaptable.

This process starts with a thorough understanding of your current financial situation and objectives. We look at your long-term financial goals and align our strategies to help meet them, aiming to ensure that each investment decision is made with your best interest in mind. Regular updates and portfolio adjustments are standard, as we strive to navigate through market fluctuations and economic changes efficiently.

Our commitment extends beyond managing assets. We educate and empower you with knowledge about your investments, helping you understand how each component of your portfolio works towards pursuing your financial goals. This transparent approach helps to ensure you feel confident and informed about the decisions we make together.

Retirement Planning

Strategies to help you prepare for a secure retirement.
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Retirement Planning

Retirement planning is more than just saving money; it's about creating a roadmap for a fulfilling and financially stable future. We start by assessing your current financial health and discussing your vision for retirement. This allows us to build a strategy that not only prepares you for the future but also aligns with your lifestyle and aspirations.

Our approach involves detailed forecasting—looking at potential expenses, income streams, and the impact of inflation. We consider all variables, from healthcare costs to leisure activities, helping to ensure a comprehensive plan that stands the test of time. Regular reviews of your retirement plan with Michael are essential, allowing the space to make necessary adjustments based on life changes or economic shifts.

By focusing on proactive and strategic planning, we aim to provide you with financial confidence knowing your retirement is preserved. We help you navigate the complexities of retirement regulations and opportunities, helping to ensure that every aspect of your plan is adjusted for the most ideal outcome.

Financial Planning and Consulting

Comprehensive management of your financial life and goals.
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Financial Planning and Consulting

Financial planning and consulting encompass a holistic approach to managing your financial life. Our services include setting up a personal financial website for you, which serves as a hub for all your financial data, providing real-time insights and enabling effective management of your assets, liabilities, and investments. This tool is invaluable for tracking financial progress and making informed decisions based on up-to-date information.

Additionally, we offer detailed cash flow and debt planning services to help you optimize your income and manage or reduce debts. Our financial planning extends to helping families plan for educational expenses through dedicated college funding strategies. These comprehensive services are designed to help ensure that no aspect of your financial life is overlooked, from daily budget management to long-term savings for significant life events.

Tax and Estate Coordination

Integrates tax and estate planning strategies for future generations.
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Tax and Estate Coordination

We're not just about setting up your finances for the next generation; we're also here to ensure that the next generation is equipped to handle your wealth responsibly.

Effective financial planning must consider tax implications and estate arrangements. We work closely with your accountant and tax advisors to coordinate your financial planning with tax strategies that can reduce your tax liabilities and increase your wealth. This collaborative approach helps ensure that financial decisions are optimized for tax efficiency throughout the year.

We conduct thorough reviews of all estate planning documents, including wills and trusts, and aim to ensure that beneficiary designations are up to date and reflect your current wishes. This process involves detailed discussions about your legacy intentions and how to effectively structure your estate to help minimize taxes and help to ensure a smooth transition of your assets to your beneficiaries.

Additionally, we offer detailed cash flow and debt planning services to help you optimize your income and manage or reduce debts. Our financial planning extends to helping families plan for educational expenses through dedicated college funding strategies. These comprehensive services are designed to help ensure that no aspect of your financial life is overlooked, from daily budget management to long-term savings for significant life events.

Risk Management and Insurance

Detailed risk evaluations with tailored insurance solutions to safeguard assets.
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Risk Management and Insurance

Our risk management and insurance planning services are designed to identify potential financial and personal risks that could impact your life and financial well-being. We evaluate your current insurance coverage—be it life, health, disability, or property insurance—and recommend adjustments to help ensure that you are adequately protected against unforeseen events.

This proactive approach to risk management involves a comprehensive assessment of your needs and potential vulnerabilities. We then tailor insurance solutions that provide adequate coverage while also being cost-effective. Our aim is to safeguard your assets and family from financial uncertainties, providing you with confidence knowing that you’re well-protected.

Cash and Liability Management

Strategic management of cash flows and liabilities to enhance financial stability.
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Cash and Liability Management

Managing cash effectively is crucial for achieving financial stability and growth. Our cash flow analysis service dives deep into your income and expenditures to identify trends, potential savings, and areas where cash flow can be optimized. This meticulous analysis helps in making informed decisions about budget adjustments, investment opportunities, and debt management.

In conjunction with cash flow analysis, our debt planning service focuses on developing strategies to manage and reduce liabilities efficiently. Whether it's optimizing the structure of your mortgage, reducing consumer debt, or planning for large purchases, our goal is to improve your financial position and increase your net worth through effective cash and liability management.

Get to Know Us

Mike Rickett, MFin, CFA®, CFP®,CDFA®

Financial Advisor

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Mike Rickett: Leading with Evidence-Based Financial Strategies

Mike is a Canadian native with a distinguished career in investment management. Before joining Gateway Financial Partners, he moved to the U.S. and established his own Registered Investment Advisor firm. Mike specializes in helping individuals and families develop comprehensive financial plans tailored to their goals and works with business owners to address complex financial needs.

He holds a Master of Finance from the Rotman School of Management at the University of Toronto and has earned both the Chartered Financial Analyst designation, the Chartered Financial Planner accreditation, and the Certified Divorce Financial Analyst® (CDFA®) designation. Combining advanced financial knowledge with a disciplined, research-driven approach to portfolio design and financial planning, Mike is committed to empowering clients with clear strategies and ensuring they feel confident in their financial futures.

Outside of work, Mike enjoys spending time with his wife, Sarah, and their dog, Sophie.

Do Our Values Align?

Aligning Our Knowledge with Your Financial Aspirations

At Gateway Financial Partners, we thrive on building relationships with individuals and families who are proactive about their financial future. Our ideal clients are those who appreciate the depth of thoughtful and informed financial guidance. They are individuals who are not just seeking to manage and grow their wealth but are eager to understand the mechanisms behind their investment decisions.

Our clients value a relationship built on mutual respect and shared goals. They are engaged in the process, ready to dive into the details, and appreciate the importance of a tailored approach to financial management. Whether you are at the beginning of your investment journey or looking to enhance an established portfolio, we seek to work with clients who are as committed to their financial health as we are.

A Partnership Built on Trust and Transparency We believe in creating partnerships where open communication and transparency are at the forefront. For us, a successful client relationship involves a two-way dialogue where your questions and concerns are addressed with clarity and insight. Our role is not only to advise but also to educate, enabling you to make informed decisions that reflect both your immediate needs and long-term objectives.

Customized Financial Guidance We understand that each client’s financial situation and goals are unique. That’s why we tailor our services to meet your specific needs. From developing personalized investment strategies to offering comprehensive retirement and estate planning, our goal is to provide solutions that precisely fit your requirements. We are here to help you navigate the complexities of the financial world, ensuring that your plans are robust and adaptable to changing circumstances.

In essence, if you are looking for a dedicated financial advisor who prioritizes your interests and aims to empower you through education and personalized service, then our values indeed align. Together, we can forge a path toward securing and enhancing your financial future.

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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 strategies, estate planning strategies, 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 professional advice and guidance to help clients pursue 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 strategies, estate planning strategies, 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.


*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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: Contact Us Today to Start Shaping Your Financial Future

At Gateway Financial Partners, we’re here to guide you every step of the way. Start your journey toward financial clarity and confidence by scheduling an initial consultation with us. During this meeting, you’ll have the opportunity to discuss your financial goals, ask questions, and express any concerns in a no-pressure environment. This is your chance to see how our services can align with your needs and begin crafting a plan for your long-term financial confidence.

Taking action today means preparing for the uncertainties of tomorrow. With Mike Rickett’s professional guidance, you’ll gain access to tailored insights and strategies that help ensure your financial management is comprehensive. Contact us now to take the first step towards financial empowerment.

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Our Location

Gateway Financial Partners
455 Winding Brook Drive
Glastonbury, CT 06033
860-590-5555
michael.rickett@mygfpartner.com

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