Embracing the Future with Confidence At Gates Pass Advisors, we find that many prospective clients tell us with some trepidation, “My family situation is a little unusual.” I always smile a bit to myself as I think just about all our clients’ family situations are a ‘little unusual’ in one way or another—including my own….
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
Navigating towards Retirement:
Hope and Strategy for the Gen Xer’s
A Message of Hope and Strategy from Gates Pass Advisors for the Gen Xer Community Gen Xers face unique challenges as they stand at the threshold of their potential retirement years. More than 1 in 5 say they may never have the funds to retire1. As the oldest Gen Xer approaches that symbolic age of…
Celebrating Your Financial Freedoms
Pausing on the eve of Independence Day, we want to express our gratitude for living in a free nation with the freedom and right to pursue happiness, as established in the Declaration of Independence. And to further express appreciation to the many individuals who sacrificed much, even their own lives, so we can enjoy these…
Addressing Longevity Risk: The Importance of Financial Planning
Overview of Financial Planning Importance This document is about the importance of financial planning in addressing longevity risk and ensuring a secure and comfortable retirement. Gates Pass Advisors Real Client Stories Just this last week I met with the heads of two households – one who has been a client for over 20 years and…