Gatewood: Beyond the Advisor

Why Your Wealth Plan Needs More Than One Voice

Ep 3: The Power of the Full Picture

The biggest financial decisions in life rarely come with a simple answer — and determining the best move requires seeing the full picture. In this conversation, Gatewood specialists Nina Breen, Senior Wealth Planner, and Micah Alsobrook, Retirement Plan Consultant, walk through a real-world client case study exploring what it actually means to make a major purchase strategically. From understanding the difference between qualified and non-qualified assets to weighing the long-term impact of borrowing versus selling, this conversation breaks down the kinds of strategic financial decisions many families face. 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 questions you’re most interested in below:

| Should You Sell Investments or Borrow When You Need Liquidity for a Major Purchase?
| What Is the Difference Between Qualified and Non-Qualified Assets — and Why Does It Matter?
| What Is a Securities-Backed Line of Credit (SBLOC) and How Does It Compare to a HELOC?
| How Much Can You Actually Borrow Against Your Investment Portfolio?
| With an SBLOC, Does It Have To Be Paid Off in a Certain Amount of Time?
| How Quickly Can You Access Liquidity Through a Securities-Backed Line of Credit?
| How Should Your Advisor Be Involved in Major Financial Decisions Like Buying a Home?

Ep 2: The Right Moves at The Right Time

Timing is everything — especially when it comes to the financial decisions that shape your future. In this conversation, Gatewood specialists Micah Alsobrook, Retirement Plan Consultant, and Nina Breen, Senior Wealth Planner, dig into tax strategies, missed opportunities, and critical timing decisions business owners and executives face when building and protecting their wealth. From estate planning and business exit strategies to market volatility and retirement plan design, this conversation covers what it really means to plan with purpose. 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 questions you’re most interested in below:

| What Are Some Financial Decisions People Delay The Longest, Even Though The Timing Of Those Decisions Can Have A Big Long-Term Impact?
| What Is the Biggest Indicator a Business’ Retirement Plan Was Not Built Strategically?
| When A Major Financial Decision Happens, Like Selling A Business Or Having A Big Income Year, What Problems Arise When That Decision Isn’t Coordinated With The Rest Of The Financial Team?
| Many Owners Assume Retirement Plans Are Mainly About Helping Employees Save. At What Point Does The Plan Actually Become A Powerful Tax Strategy For The Owner?
| When Markets Get Volatile Or Uncertainty Increases, What Decisions Are Clients Most Tempted To Make That You Usually Advise Against?
| When The Market Is Down, What Are Some Things You Can Be Talking With Business Owners And Their Employees About Their Retirement Plan?
| When You’re Working With Business Owners And Employees, How Do You Help Them Structure The Portfolio And Make Sure They’re Well Protected Within Their Retirement Plan?

Ep 1: 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.