Gateway Financial is a national independent insurance advisory firm founded in 1982. We specialize in consultative analysis and the strategic application of insurance products to solve the unique needs of ultra-high net worth private clients, business owners, national and international law firms, large and mid-size businesses, professional sports franchises, and Fortune 500 companies.  Our team is committed to providing the highest level of professionalism, excellence, and integrity to everything we do.

Our individual insurance solutions serve a wide variety of needs.  They help our private clients provide financial confidence for their families, fund wealth retention plans and business buy-sell agreements; or, simply diversify and bolster the rate of return on assets intended for heirs.  Our business clients use individual insurance products to enhance the life and disability coverage of executives on a discriminatory basis and to fund supplemental executive retirement plans on a tax-favored basis.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Gateway Financial is independently owned and operated.

Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. as to accuracy or completeness.

This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.

The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

CA Insurance License #0M17931

Gateway Financial Group

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