Financial Services for Businesses

Gateway Investment Services provides a variety of services specifically for businesses, including:

• Deferred compensation and profit-sharing programs
  
• Simple IRAs
  
• 401k, 403b and retirement plan reviews
  
• Key person insurance
  
• Business succession planning
  
• Business money management and investments

Let us help you shop existing plans for a better value and benefit for your business and your employees. We will then help you implement a plan, which in turn helps with employee retention and increases tax benefits.

We are here to help with implementation of simple IRAs, including a review of current investment strategies and current cost structures on existing plans.

We are here to help with implementation of 401k, 403b and retirement plans, including a review of current investment strategies and current cost structures on existing plans.

At Gateway Investment Services, we provide rates and terms for new policies and we review existing policies. We provide you, the employer, with greater piece of mind in the event that a key employee passes away.

It’s important to plan how you will successfully exit your business, and we are here to help navigate the situation. This topic encompasses many other issues in the financial services industry. We work together with you, the business owner, your attorney and your CPA to help identify a succession plan. We then implement that plan in order to help you either sell or transition the business to the next generation, a third party or a key employee.

We can help provide full asset management for business investments and we review existing portfolios for better allocations and possible fee reductions.