Several things in my life have led me to a calling to help people. After watching my father see his retirement significantly reduced with the company he worked for since he was 16 and continued to climb to ladder for 27 years go bankrupt it made me take notice of the world around me. He lost his job, significant reduction of his plan for retirement and pension and most importantly a means to provide for his family. It made me realize that hard work pays off and that sometimes, some things may be out of your control. He again had misfortune when I witnessed him losing a small fortune in stock options one month from retiring due to someone committing the crime of embezzlement within the company he helped to build. This crime forced him to continue to work an extra 15 years before he felt he could retire. Again, hard work paid off but outside forces and had a negative influence on not only his retirement portfolio but his family and his future as well. While his story ends well, the lessons have been proven many times over. Finding an adviser who will professionally work for you personally. Lessoned learned; Don't put all your eggs in one basket and you many need someone other than the company you work for to help you plan for retirement.
Todd Pouliot, AIF (Accredited Investment Fiduciary)
Company Details
- Employees
- 1
- Founded
- -
- Address
- 9821 Olde Eight,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- gatewayspc.com
- Keywords
- IRAs, 401k, Financial Planning, Investments, Stock Options, Wealth Management, Fiduciary, Distribution of Wealth, Charitable Planning, Education Planning, Insurnace, Debt, Tax Management, Retirement Planning, TSP, FERS, tax planning, Estate Planning.
- HQ
- Northfield, OH
Gateway Financial, Llc Questions
Gateway Financial, Llc's website is gatewayspc.com
Gateway Financial, Llc's LinkedIn profile is https://www.linkedin.com/company/gatewayfinancial
Gateway Financial, Llc has
1 employees.
View email and phone details for 1
employees at Gateway Financial, Llc.
Gateway Financial, Llc's industry is
Financial Services
Gateway Financial, Llc's top competitors are
Gateway Drum Smokers,
Gateway Financial Solutions,
Gateway Financial Group,
Centric Financial Group,
Gateway Convention Center,
Gateway Spine & Pain Physicians,
Libertas Wealth Consulting,
Coldwell Banker Kappel Gateway Realty,
Asbury Research Llc,
Wrenne Financial Planning Llc.
Gateway Financial, Llc's categories are Financial Services
Gateway Financial, Llc's founding year is 2008
