Gatewood: Beyond the Advisor

Why Your Wealth Plan Needs More Than One Voice

The Power of Perspective

Wealth isn’t about the number on the balance sheet; it’s about how that number supports the people you care about. Our firm understands how diverse perspectives create a more holistic and impactful personal wealth strategy. In this video conversation, Gatewood specialists Micah Alsobrook, Retirement Plan Consultant, and Nina Breen, Senior Wealth Planner, sit down to discuss a variety of common financial questions we hear from our clients. At Gatewood we believe in the power of Firm-to-Family™. Schedule a conversation to learn more about how your family can benefit from our team approach.

Looking for something specific? Skip to the timestamps below:

| What Is a Common Misconception with Complex Wealth?
| How Much Cash Should You Hold?
| What Do Business Owners Misunderstand About the Timing of Starting Employee Retirement Plans?
| When Someone’s Wealth is Tied to Their Business – What Blind Spots Tend to Develop in Their Personal Financial Plan?
| Many Small Business Start with a SEP or Simple IRA – What’s the Moment When a Business Owner Realizes Those Plans May Be Limiting Their Options?
| When a Family has a CPA, Attorney, or a Financial Advisor, but those professionals aren’t coordinating – What is the Most Common or Most Expensive Mistake You Tend to See?
| How Often Do You See The Timing of A Retirement Plan Decision Have Major Tax Consequences the Business Owner Didn’t Realize?

What to Expect with Gatewood as Your Guide

Close-up of female entrepreneur’s hand resting on desk beside laptop displaying investment performance, symbolizing Gatewood’s detailed and disciplined cash management process.

We Start by Understanding Your Financial Picture

A holistic wealth plan begins with you. Our team of specialists get to know your unique needs and goals so we can tailor a strategy that fits your life and plans.

Developing Systems to Keep You on Track

We help you create a clear plan that reflects your future goals and your current lifestyle – covering daily expenses, saving for future goals, and planning for the unexpected.

Ongoing Flexibility and Support

Our strategies aim to give you both conservation and flexibility. You’ll have the reassurance of knowing you have a well thought out plan, while also having the flexibility to adapt to any changes in your financial life, as well as our continued support though any adjustments in life.