OUR FINANCIAL STRATEGIES
At Gateway Financial Advisors, we believe in a strategy based on the “Circle of Wealth” -- a strategy that stresses the process over the products. This strategy goes hand-in-hand with the concept of Infinite Banking.
What is the Circle of Wealth System?
The Circle of Wealth System is an educational tool that begins by explaining your full wealth potential and then outlines ways to help you make the most of your money.
The Circle of Wealth System is divided into three parts: Protection, Preservation and Expansion.
HOW DOES THE CIRCLE OF WEALTH SYSTEM WORK?
The Circle of Wealth System is designed to:
- Give you a new perspective on finances, enabling you to understand how your day-to-day decisions impact your long-term financial position.
- Provide the direction and motivation to change your unhealthy financial practices.
- Open new ways to increase your wealth, not only through investments or “product” purchases, but also through sound money management techniques.
- Provide a brief introduction to the many financial products available to you in order to increase your financial health and wealth.
- Encourage you to seek the professional assistance needed to build a sound financial future.
WHAT IS INFINITE BANKING?
Infinite Banking is a tool that allows you to become your own banker, enabling you to become financially independent by “borrowing” from a Life Insurance Policy and paying the loan back to yourself (The Policy) at interest instead of the bank. This strategy enables you to accumulate money on a tax deferred basis and can be borrowed tax-free. Combining this tool with a smart investment system allows you to generate wealth more efficiently.
GUARANTEED LIFE INCOME RIDER (ANNUITIES)
As retirement nears, many people begin to think about whether they have saved enough to maintain their lifestyle. To find out how your lifestyle can be protected with a guaranteed income for life, please contact us.