As a holistic planning firm with extensive experience, our team of professionals is dedicated to utilizing a dynamic process to help you prepare for and enjoy life's biggest moments. Our advisors aim to provide fully customized, goal-based financial plans that encourage you to discover the motivation behind your wealth as you embrace your next chapter.
We're focused on helping multigenerational families and successful individuals manage their wealth, enjoy retirement and prepare a legacy for generations to come.
We're focused on helping multigenerational families and successful individuals manage their wealth, enjoy retirement and prepare a legacy for generations to come.
Services
Your financial picture deserves unbiased and qualified advice, which is why our advisors offer thoughtful recommendations to address your needs.
As a full-service insurance and financial solutions provider, we're able to tackle your most complex concerns by simplifying them for both you and your loved ones.
Utilizing our experience and distinguished designations, we strive to offer impartial financial guidance so you can get back to enjoying what matters most.
Our advisors will take into consideration your risk tolerance along with the means necessary to help achieve your financial goals in order to develop an investment portfolio designed specifically with your needs in mind.
As a full-service insurance and financial solutions provider, we're able to tackle your most complex concerns by simplifying them for both you and your loved ones.
Utilizing our experience and distinguished designations, we strive to offer impartial financial guidance so you can get back to enjoying what matters most.
Our advisors will take into consideration your risk tolerance along with the means necessary to help achieve your financial goals in order to develop an investment portfolio designed specifically with your needs in mind.
Matt is a financial advisor and founding partner of Gateway Retirement Solutions.
He has over 17 years of experience in the financial services industry and uses a comprehensive approach when helping his clients navigate into or through their retirement years.
He understands the importance of listening to his client's needs and concerns.
Once he has completed a comprehensive needs analysis, Matt will design a personalized retirement plan and recommendations to help his clients meet their goals.
Matt graduated from Franklin Pierce University in 2003 with a bachelor's degree in marketing and finance.
He has over 17 years of experience in the financial services industry and uses a comprehensive approach when helping his clients navigate into or through their retirement years.
He understands the importance of listening to his client's needs and concerns.
Once he has completed a comprehensive needs analysis, Matt will design a personalized retirement plan and recommendations to help his clients meet their goals.
Matt graduated from Franklin Pierce University in 2003 with a bachelor's degree in marketing and finance.
Setting you and your loved ones on the path toward a confident financial future is our primary goal.
By utilizing a team-based approach, we're able to combine our decades of experience and apply our knowledge as we work towards solving your unique financial needs.
As we listen to your personal goals and specific concerns, we'll embark on a journey together to help you achieve financial clarity and the quality of life you desire.
During our initial conversation, we'll take the time to get to know you.
By utilizing a team-based approach, we're able to combine our decades of experience and apply our knowledge as we work towards solving your unique financial needs.
As we listen to your personal goals and specific concerns, we'll embark on a journey together to help you achieve financial clarity and the quality of life you desire.
During our initial conversation, we'll take the time to get to know you.
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Whether you need more than one life insurance policy will depend on your personal and financial situation.
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Bonnie McNair joined the Gateway team in 2020 and brings with her a wealth of knowledge with experience in the areas of client engagement and operations support.
She is also currently working to obtain her FINRA Series 7 and 66 registrations.
Bonnie's belief that organizational success rests on the vital relationships they have with their clients has strengthened her commitment to delivering an exceptional customer experience which she is poised to bring to our clientele.
Enthusiastic for life-long learning, Bonnie earned her Bachelor of Science in Business Studies with a focus on Organizational Leadership from Southern New Hampshire University after which, she continued on with SNHU to earn her Master of Science in Organizational Leadership in early 2020.
She is also currently working to obtain her FINRA Series 7 and 66 registrations.
Bonnie's belief that organizational success rests on the vital relationships they have with their clients has strengthened her commitment to delivering an exceptional customer experience which she is poised to bring to our clientele.
Enthusiastic for life-long learning, Bonnie earned her Bachelor of Science in Business Studies with a focus on Organizational Leadership from Southern New Hampshire University after which, she continued on with SNHU to earn her Master of Science in Organizational Leadership in early 2020.
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