GARY GATES

    Creating a Lifetime of Financial Peace-of-Mind
            by Going Beyond Traditional Advice
Enabling Clients to Make Informed Financial Decisions

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I am ready to serve your needs
whether you are just getting married, divorced,
receiving an inheritance or an unexpected windfall,
or starting a new career or small business. 

5 Reasons Why Clients Work With Gary Gates  

Experience

 

I have over 21 years experience in helping organizations and people develop their total wealth potential.  While I may not have “seen it all,” I have definitely seen a lot, providing a steady hand of guidance to individuals and clients through some of the most volatile markets and events in history.  And yet, I am still young enough to serve you throughout the next 25 years, helping educate and coach you to make informed decisions that lead to your financial peace of mind.

 

 Expertise

 

I provide fee-based financial education, financial lifestyle planning, financial advice and services.  This puts me on your side of the table.  You pay for the services you get.  I have offered his financial lifestyle planning to individuals and couples in the Evansville area for many years.  I can meet your needs by providing written financial plans and working with you to monitor, review, and adjust your plans as appropriate.  By being a totally independent advisor, no one particular program is sold or offered.  I look for the best financial products and services to enable you to accomplish your specific goals and objectives.

 

 Relationships

 

Financial Education is 50% about Finance, the technical end of this business.  The other 50% is about behavior, and that takes real communication and relationship skills.  You’ll also find that I educate people as much as possible in order for them to feel comfortable, confident and in control of their financial decisions.

 

 Team Approach

 

When you become associated with me, you’ll enjoy a team approach on two levels to your financial planning.  While I look at your entire financial picture to make sure your financial plan matches your life goals, I may also recommend using other associates or other managers to assist with solving unique or specific problems.

 

 Continuity

 

Finally, as part of my working family, you receive the advantage of having the other associates’ expertise and input working on your behalf for any complex situations that may arise.  Should anything ever happen to me, other associates would enable you to continue working to stay attuned to your financial planning needs.  Through collaboration, you gain the best ideas from all associates.


In addition:

I work with people that are curious and eager to learn how to secure their family's financial future.  While you may still want to manage some of your hard earned assets, you will value the services of a professional team.  My clients are looking to secure their family's future, and hire me as a partner with the intention of having me eventually take some of the responsibility to ensure their loved ones are provided for. 

I provide a roadmap with built in navigation for clients who endeavor to put their families on the path to financial security.  While they may need and are interested in increasing their financial education, they are capable and intelligent investors.  They understand the difference between financial planning and investing, and recognize that achieving their long term goals is more important than short term market gyrations.
Contact Information

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Five Step Process

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