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Steve Lautenschlager, CFP®
Financial Advisor
Financial Guidance Built on Relationships and Integrity
Helping individuals, families, and business owners plan for retirement and beyond with clarity, care, and steady support.
Invest in Your
Our Why
At Gateway Financial Partners, our purpose is to make financial planning feel approachable and centered on what matters most to you. We believe good advice begins with listening. Every client has a unique story, and our role is to create space where your goals, challenges, and questions are heard and understood. From there, we work alongside you to find practical ways forward, step by step and at your pace.
Money can feel complicated, but it does not have to. Our focus is on bringing clarity, building lasting relationships, and offering guidance shaped by integrity and respect. At the end of the day, our “why” is about more than numbers. It is about helping you feel supported in your journey so you can spend more time on the people and experiences that matter most.
Get to Know Us
Steve Lautenschlager, CFP®
Financial Advisor
About Steve Lautenschlager
For more than three decades, Steve has worked with individuals, families, and business owners to help them make sense of their financial lives. His career began with a strong interest in finance sparked by a stocks and bonds class, and that early passion grew into a lifelong commitment to guiding others through important financial decisions.
Steve earned the CERTIFIED FINANCIAL PLANNER (CFP) designation in 2001 and has spent the past 18 years as an independent advisor. His areas of focus include retirement planning, retirement income strategies, asset management, and small business retirement plans. What truly defines his work is a relationship-driven approach. He values honest conversations, clear explanations, and long-term partnerships with the clients he serves.
Outside of his role at Gateway Financial Partners, Steve lives by a philosophy that carries into both his personal and professional life: control what you can. It reflects his steady and thoughtful approach to decision-making, and it is a perspective he shares with those who look to him for guidance.
Our Services
Financial Planning Services
Fee Schedule
| Assets | Fee |
|---|---|
| <$100,000 | 0.85% |
| $100,000 - $250,000 | 0.75% |
| $250,000 - $500,000 | 0.65% |
| $500,000 - $750,000 | 0.60% |
| $750,000 - $1,000,000 | 0.55% |
| $1,000,000 - $2,500,000 | 0.50% |
| $2,500,000 - $5,000,000 | 0.45% |
| $5,000,000 - $999,999,999 | 0.40% |
Our Process
Do Our Values Align?
Our Ideal Client
We believe that meaningful financial planning starts with genuine connection. The clients we serve are not just looking for numbers on a page, they want guidance that takes into account their values, priorities, and real-life circumstances. Our approach is relationship-driven, focused on building trust through honest conversations and steady support.
Who We’re a Good Fit For
- Individuals and Families Preparing for Retirement
People who want thoughtful, straightforward strategies as they look toward the next chapter of life. - Small Business Owners
Leaders who want to provide retirement options for their employees while also planning for their own future. - People Who Value Long-Term Relationships
Clients who appreciate consistency, open communication, and having someone to walk alongside them through life’s changes.
If you value clear guidance, open communication, and a partnership built on integrity and respect, we believe we’d be a strong fit. Let’s start the conversation and explore how we can work together toward your financial goals.
Insights & Market Commentary
FAQ's
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 strategies, estate planning strategies, 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 professional advice and guidance to help clients pursue 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 strategies, estate planning strategies, 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.
*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
The First Step Toward Your Financial Future Starts Here
Every financial journey is unique, and we believe yours deserves the time, attention, and care to match. Throughout this site, you’ve seen how we approach planning with honest conversations, clear guidance, and a commitment to building long-term relationships. Our goal is to make the financial planning process feel less overwhelming and more personal, so you feel supported every step of the way.
Whether you’re preparing for retirement, running a business, or simply looking for a steady partner to help guide your decisions, we are here to listen. We take the time to understand your goals and priorities, then work alongside you to create strategies that fit your life today and adapt for tomorrow.
Taking the first step can feel like the hardest part, but it’s also the most important. By filling out the form below, you’ll start a conversation that’s focused entirely on you—your goals, your concerns, and your vision for the future. We’d be honored to walk that path with you.
Our Location
Gateway Financial Partners
Oshkosh, WI
920.806.9971
slaut@mygfpartner.com
