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Our Strategic Approach

At Bestgate Wealth Advisors, we help provide confidence and clarity to your financial plan so you can focus on enjoying your retirement. We get to know your unique financial situation and develop a plan to help you reach your goals while also living your values. Upon completion of your financial plan, we meet twice a year to review and update your plan.  The meetings may either be in person, virtual or via telephone. Of course, anytime there is a major life change or adjustment necessary, we are happy to extend our meeting schedule.

Your financial plan will focus on the following key areas:

Retirement Planning 

Living your retirement lifestyle is the dream, retirement planning is how we help you get there. We let you know what steps you should take before retiring, and prepare a plan for you showing you what your finances will look like in retirement. We manage all the details and heavy lifting in the background, and you receive your "Retirement Paycheck" every month from your investment account to your bank account. Your job is to focus on enjoying the lifestyle you have worked so hard to achieve.

Tax Planning 

Everyone wants to minimize their taxes; few people really know how to. We are experts in advanced tax savings strategies. Taxes are usually the largest expense in retirement, we help you pay less so that you can enjoy your retirement more. In most cases we are happy to prepare and file your tax return for you as well.

Estate Planning 

We work with you and your attorney to make sure that your legacy to your family is exactly what you want. 

Insurance Analysis

We review your current insurance coverages and provide our third-party analysis of whether you have too much, too little, or the right amount of coverage. Don’t worry- We don’t sell insurance or accept commissions, so we have no reason to push an expensive product that you don’t need.

Investment Management 

If investing were easy, anyone would be able to make money in the stock market. But it is not. Doing it right takes hard work and discipline. We build and manage a well-diversified portfolio for you that is designed to achieve your goals and ensure you remain financially independent.

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