Back to Search Favorites List

Gateway Wealth Management, LLC

We are a Fee-Only Financial Advisor in St. Louis specializing in retirement income and tax planning for those who are nearing retirement or who have recently retired. Here are some examples of the questions we help clients answer: When can I retire? When should I claim Social Security benefits? How much can I spend each month? How can I minimize my tax bill? Should I take a lump sum pension payment or monthly income? Do I need a trust, or is a will sufficient? What other estate planning documents should I have? Should I change my investment mix as I age? How can I avoid the Medicare IRMAA surcharge?
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

David Foster, CAP, CFP®, RICP®
NAPFA-Registered Financial Advisor
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

1034 S. Brentwood Blvd Ste 1603 Saint Louis, MO 63117 Phone: (314) 349-2711

Primary Office

1034 S. Brentwood Blvd Ste 1603 Saint Louis, MO 63117 Phone: (314) 349-2711
Visit Website