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 security 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.
Employee Benefit Analytics, our employee benefits practice, serves the needs of employer groups and plan participants by providing the analytical, consultative, and brokerage support and resources necessary to help businesses navigate the ever-changing landscape of employee benefits.
We invite you to browse our site to learn more about Gateway Financial, our affiliation with M Financial Group, our success stories and what makes us different from other consulting, brokerage firms and insurance agencies.