Schedule Your Complimentary Consultation
30-minute virtual retirement review with our licensed professionals
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We'll discuss your current situation, retirement goals, and any specific concerns you have about your pension, savings, or insurance coverage.
Our team will analyze your pension projections, review your supplemental retirement accounts, and assess your insurance needs.
Receive a customized retirement plan with specific recommendations to help you achieve your financial goals and protect your family.
Life Gateway is proud to serve teachers, administrators, government employees, and other public sector professionals throughout Florida. Our Orlando office provides convenient access for clients across Central Florida, with virtual consultations available statewide.
Whether you're just starting your career, approaching retirement, or somewhere in between, we're here to help you navigate the complexities of public sector retirement planning. Contact us today to schedule your complimentary consultation.
Unlike general financial advisors, we focus exclusively on public sector retirement planning. We understand the nuances of the Florida Retirement System, 403(b) and 457(b) plans, and the unique challenges facing educators and government employees.
Your initial 30-minute retirement review is completely complimentary. There's no obligation, no pressure, and no hidden fees. We believe in earning your trust through transparent, value-driven service.
Meet with us virtually from anywhere in Florida, or visit our Orlando office in person. We work around your schedule, including evening and weekend appointments for busy educators.
Retirement planning isn't a one-time event. We provide continued support as your career progresses, your family grows, and your retirement goals evolve. You'll have a dedicated advisor who knows your situation.
Our complimentary consultation typically lasts 30 minutes. If you choose to move forward with a comprehensive analysis, that process usually takes 1-2 hours spread across multiple meetings.
For the most productive consultation, bring recent pension statements, retirement account statements (403b, 457b, IRAs), and any current insurance policies. However, we can still provide valuable guidance even if you don't have all documentation immediately available.
Absolutely. Your initial consultation is free, and there's no pressure to purchase any products or services. Our goal is to provide value and build long-term relationships with Florida's public servants.