Scott Beesley, CFP®
Unlocking Financial Potential through Comprehensive Planning
Blending Social Responsibility with Personal Wealth Growth
Invest in Your Future Legacy Purpose
The Driving Force Behind Our Commitment to You
At Gateway Financial Partners, we believe that every financial decision is deeply connected to a life story, a dream, and a purpose. For nearly two decades, Scott Beesley, often referred to as “The Professor,” has not just been a financial advisor, but a dedicated partner in weaving those narratives into a tapestry of financial strength and resilience. From the early days of his career, when comprehensive financial planning was still a budding concept, Scott has been at the forefront of offering clients a full spectrum of financial strategies. Whether it’s a tax forecast, risk mitigation strategy, or a socially responsible investment plan, Scott has consistently aimed to go beyond the numbers.
His commitment has always been clear and unwavering: empowering clients to pursue their financial aspirations while making a positive impact in the world. Known for an educational approach that leaves no question unanswered, Scott seeks to demystify the often-complex world of financial planning, offering not just advice but comprehensive understanding. So, when you work with Scott, you’re not just getting a financial plan; you’re gaining a roadmap that aligns with your life goals, ethical values, and societal responsibilities—a personal and intentional approach that’s designed to guide you through every life stage and financial climate.
Navigating the financial landscape can often feel like a daunting task, full of complexities and uncertainties. At Gateway Financial Partners, our process is designed to simplify this journey for you. Our structured yet flexible approach aims to offer clarity, instill confidence, and offer options that could align with your financial goals and values. Here’s a closer look at each step.
Step 1: Discover & Define
Our first meeting is all about you. We want to understand your current financial situation, your goals, and any challenges you may be facing. This is also an opportunity for you to get to know us and understand how we aim to assist you. It’s a two-way discovery process that forms the foundation for a strong working relationship.
Step 2: Analyze & Develop
Once we’ve gathered all the necessary information, we then move on to analyzing your financial landscape. This involves looking at your investments, debts, assets, and liabilities. Our team strives to develop an initial set of strategies tailored to your situation. Whether it’s optimizing your tax position, setting up an estate plan, or working toward mitigating risk, the focus is on offering options that consider your unique set of circumstances.
Step 3: Implement & Review
After agreeing on the strategies that are most aligned with your financial goals, the next step is to put these plans into action. But our job doesn’t end once the plans are implemented. We believe in the power of ongoing reviews to adapt to your changing needs, life events, or shifts in the market. Our aim is to offer a process that is not static but dynamic, keeping in sync with the ebbs and flows of your life.
Get to Know Us
Scott Beesley, CFP®
Meet Scott: Your Partner, Educator, and Advocate for Sustainable Wealth Creation
Scott’s financial journey began at the University of Michigan, where he honed his economics skills and developed a passion for comprehensive financial planning. His quest for knowledge led him to Johns Hopkins University, adding a master’s in Data Analytics and Policy to his repertoire. These experiences equipped him with a unique blend of specialization, making him adept at navigating the complexities of financial planning.
Upon entering the financial realm, Scott took a multidisciplinary approach that included networking with tax advisors, estate planners, and attorneys. This exposure reshaped his approach to advising, allowing him to provide a comprehensive, 360-degree strategy that considers every aspect of your financial well-being.
Scott’s talent for transforming complex financial concepts into relatable, actionable advice has earned him the nickname “The Professor.” He’s evolved along with technology, transitioning from chalkboards to digital touchscreens, all in the pursuit of making financial literacy accessible for his clients.
Inspired by a Zen Buddhist client early in his career, Scott ventured into the realm of socially responsible investing. He views financial planning as a dual-purpose endeavor, striving for both financial growth and societal impact.
In summary, Scott Beesley is more than just a financial advisor. He’s a dedicated professional committed to your financial literacy, well-being, and positive impact on the world.
Do Our Values Align?
Our Ideal Client
At Gateway Financial Partners, we understand that every client is unique, but there are certain values and goals that resonate more closely with our approach. So, who exactly is our ideal client?
A Lifelong Learner:
Our ideal clients are not just seeking financial services; they’re seeking financial education. They appreciate the intricate tapestry of knowledge that builds the foundation of financial well-being. These clients are eager to be educated about their finances, wanting to understand the ‘why’ and ‘how’ behind each decision, rather than just the ‘what.’
Some might say financial planning is all about numbers. We beg to differ. Our ideal clients see the bigger picture and want a comprehensive approach to financial planning—one that integrates investment strategy, tax planning, retirement savings, estate planning, and risk mitigation. These clients value a 360-degree view that takes into account the numerous factors affecting their financial future.
Beyond Just Returns:
Financial growth is essential, but for our ideal clients, the impact of their investments extends beyond their bank accounts. These individuals are intrigued by socially responsible investing and want their money to support causes and organizations that align with their ethical and societal values. They believe that their financial choices can be a powerful force for change, making a positive impact on the world at large.
Convergence of Personal Success & Global Impact:
If you believe that your financial success can and should coexist with making a positive impact in the world, then you’re speaking our language. Our ideal clients want their investments and financial planning to serve a dual purpose—building personal wealth while contributing to societal betterment.
If these qualities resonate with you, then you’re precisely the kind of client who would find a rewarding partnership with Gateway Financial Partners. Let’s explore the possibilities together and see how we can align your financial goals with values that matter to you.
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
Chart a Purpose-Driven Path to Your Financial Goals
Ready to navigate your financial journey with purpose and precision? Let ‘The Professor’ guide you. From chalkboard to touchscreen, education is key. With a commitment to education and a multidisciplinary approach, Scott can offer you a 360-degree view of your financial landscape. Whether you’re interested in understanding the nuances of tax planning, eager to align your investments with your values, or planning for a confident retirement, Scott’s qualifications cover it thoroughly. Start your comprehensive financial planning with Scott today.