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As a business owner, you spend all day making sure your business is operating smoothly. After investing so much time in keeping your company afloat, you likely have little bandwidth left to manage your finances. Plus, it can be challenging to shift your focus from a hyper-specialized industry to a global market.


As a result of these obstacles, many business owners find themselves putting off their financial planning to keep their family financially stable. They have a company CFO and business plan but no personal financial plan. Financial planning is a task that is easy to relegate — but painful when forgotten. 


That’s where GWS comes in. We want you to feel comfortable delegating this portion of your life to us, just like you trust tasks every day in your business. Our goal is to get you to a place of financial independence, regardless of whether and how you ultimately decide to transition your business. That way, you’ll never be in a position to force the sale of your business. Instead, you will have the option to pass it on to future generations, work longer, sell to a third-party buyer, or any other transition option you choose.


How do we get your family to that place of financial independence? We create and manage hub accounts based on your answers and review, analyze and make recommendations for you.

Gatewood Wealth Solutions Buy and Sell Agreements

Buy & Sell Agreements

Gatewood Wealth Solutions Operating Agreement

Operating Agreement

Gatewood Wealth Solutions Key Person Insurance

Key Person Insurance

Gatewood Wealth Solutions Employee Benefits

Employee Benefits

Gatewood Wealth Solutions 401(k) Plans

401(k) Plans

Along the way, we provide insight to you, so you can be assured you’re doing the right things to plan for your families future. We’ve worked with hundreds of business owners and are well-qualified to help you navigate these complexities, whether you plan to transition your business in two years or 10.


We’ll help you keep just the right amount of cash on the sidelines, so you can be better positioned for a terrible recession if it were to happen while also investing the right amount of money in providing the lifestyle you desire now and in the future.


Let's Talk

Jared Freese, CFP®, CLU®, CEPA, ChFC®

Wealth Advisor

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