Gateway Financial Partners

Sara Putz

Financial Advisor

Charting Personalized Paths to Retirement Readiness and Financial Insight

Begin Your Path to Financial Clarity and Confidence Today

Invest in Your Dreams Goals Future

Dedicated to Your Financial Empowerment

At Gateway Financial Partners, we believe in the power of knowledge and individualized strategy in pursuing financial confidence. Our firm is built on a foundation of thorough market understanding and client-focused planning. We strive to equip every client with the tools and insights needed to make informed decisions, fostering a calm and steady approach to financial management. Our commitment to your financial education and understanding is the cornerstone of our partnership with you.

We recognize that every financial journey is unique, and we tailor our strategies to align closely with your personal goals and life circumstances. By combining personalized attention with our comprehensive market insights, we create adaptable strategies that not only aim to address your current needs but also anticipate future opportunities and challenges.

Our Services

Our Process

We understand that every client is unique and has specific needs and preferences. That’s why our onboarding process is tailored to each individual. We prioritize getting to know our clients and building a strong relationship. Our goal is to ensure that every new client feels comfortable and well taken care of. Throughout the entire process, we aim to be a valuable resource for our clients. Although our process varies depending on the client’s unique situation, we follow a general framework. Here is what you can expect from our onboarding process.

Step 1: Understanding Your Financial Landscape

We begin by getting to know you and your financial background. This initial consultation helps us understand your goals, concerns, and existing financial strategy.
This first step is foundational, setting the tone for our advisory relationship. During this initial consultation, we dive deep into your financial history, your current assets, liabilities, and any plans you’ve already put in place. We also discuss your future aspirations and immediate concerns. This comprehensive understanding allows us to see the full picture of your financial life, including your tolerance for risk and investment preferences, which is crucial for developing a truly personalized financial plan.

Step 2: Crafting Your Personalized Plan

Using the insights gathered, we develop a customized financial plan that addresses your specific needs, focusing on risk management and potential growth opportunities.
Based on the detailed understanding from Step 1, we move to strategically designing your financial blueprint. This plan includes tailored investment strategies, potential tax planning opportunities, and retirement scenarios. We consider various financial models and tools to prepare scenarios that help you visualize how different strategies might affect your financial health. Each plan is designed to be flexible, allowing us to adapt to changing markets or personal circumstances, ensuring that it remains aligned with your long-term goals.

Step 3: Ongoing Support and Reassessment

Financial planning is an ongoing process. We regularly review your portfolio and adjust strategies as necessary, keeping you informed and confident in where you stand.
Financial planning does not end with the implementation of your strategy; it’s a continuous journey. We engage in ongoing monitoring of your investments and the economic environment, reassessing and adjusting your financial plan as needed. This may involve rebalancing your portfolio, revisiting your risk tolerance, or considering new investment opportunities. Regularly scheduled reviews ensure that your plan evolves with your life changes, such as a new career, family growth, or approaching retirement, maintaining alignment with your financial objectives and life goals.

Get to Know Us

Sara Putz

Financial Advisor

Sara Putz: A Legacy of Confidence and Proficiency in Financial Management

With over two decades of experience in asset management, Sara Putz has cultivated a career marked by dedication, insight, and a client-first approach. Her tenure spans high-impact roles in both prominent wire houses and specialized boutique firms, where she has honed her skills in creating customized financial strategies that cater specifically to the needs of her clients.

Sara’s knowledge is particularly deep in the areas of financial planning and comprehensive retirement planning. Her approach is heavily influenced by her personal history—her early exposure to financial management through her family’s challenges and triumphs instilled in her a profound understanding of the importance of financial stability and proactive planning.

What truly sets Sara apart is her commitment to financial education—for both herself and her clients. She believes that an informed client is an empowered client. Sara dedicates considerable time to ensuring that her clients are educated about their investments, the rationale behind each strategy, and how these fit into their broader financial picture. This educational approach fosters a collaborative advisor-client relationship, built on a foundation of transparency and mutual trust.

In addition to her technical skills, Sara is known for her exceptional service and the personal attention she gives to each client. She understands that trust is the cornerstone of any financial advisory relationship and is committed to being there for her clients whenever they need her—helping navigate life’s financial ups and downs with confidence and foresight.

Do Our Values Align?

Shared Values, Shared Success

We believe that the best financial advisory relationships are built on a foundation of mutual respect, transparency, and a commitment to growth. Our ideal client embodies these values, actively seeking a partnership that extends beyond mere financial transactions.

You might be nearing retirement, aiming to secure a stable and comfortable future, or perhaps you’re earlier in your career, looking to establish a robust investment strategy that will grow with you. In either scenario, our clients are individuals who appreciate the importance of informed decision-making and are eager to deepen their financial understanding.

We particularly excel with clients who:

  • Value Education: You seek to understand the ‘why’ and ‘how’ behind your financial strategies, not just the outcomes.
  • Desire Transparent Communication: You expect openness in all discussions about your finances, including the challenges and opportunities.
  • Pursue Long-term Goals: You are focused on achieving long-term financial objectives and appreciate that this requires patience and persistence.
  • Engage Actively: You are involved in the financial planning process, providing feedback and asking questions.
  • Trust Professional Guidance: You value professional advice and are looking for a dedicated advisor who will prioritize your interests and guide you with integrity.

Our commitment is to not just meet, but exceed these expectations, ensuring that every step we take together is aligned with your ultimate financial goals. If you see your values reflected in our approach, Sara Putz and Gateway Financial Partners might just be the right fit for your financial future.

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

Begin Your Path to Financial Confidence

Deciding to actively manage your financial future is a significant step. At Gateway Financial Partners, we’re here to support you with informed and thoughtful guidance.

Sara Putz offers her extensive experience and a personalized advisory approach to help you understand the complexities of financial planning. Whether you need assistance with retirement planning, wealth management, or exploring investment options, we provide the knowledge to help you make informed decisions.

Interested in enhancing your financial understanding? Contact us today for a consultation, and let’s discuss how our approach to financial guidance can assist you in navigating your financial journey.

Our Location

Gateway Financial Partners
24221 75th Street
Paddock Lake, WI 53168
262-705-4596
sara.putz@mygfpartner.com

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