Todd Pouliot
AIF®
Gateway Financial, LLC
Holistic Financial and Tax Planning for Highly Compensated Employees
Todd Pouliot
AIF®
Gateway Financial, LLC
Holistic Financial and Tax Planning for Highly Compensated Employees
Financial Planning without Judgment is our motto. As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Todd Pouliot, AIF®
Fee-Only financial planner located in Northfield, OH, serving clients locally and virtually across the country
Todd Pouliot is a Northfield, OH fee-only financial planner. Gateway Financial, LLC provides holistic financial planning, including retirement planning, tax planning, and investment services, to help highly compensated employees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Todd Pouliot is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Todd Pouliot is a fee-only financial planner at Gateway Financial located in Northfield, OH.
Several things in my life have led me to a calling to help people. After watching my father see his retirement significantly reduced with the company he worked for since he was 16 and continued to climb to ladder for 27 years go bankrupt it made me take notice of the world around me.
He lost his job, significant reduction of his plan for retirement and pension and most importantly a means to provide for his family. It made me realize that hard work pays off and that sometimes, some things may be out of your control.
He again had misfortune when I witnessed him losing a small fortune in stock options one month from retiring due to someone committing the crime of embezzlement within the company he helped to build. This crime forced him to continue to work an extra 15 years before he felt he could retire. Again, hard work paid off but outside forces and had a negative influence on not only his retirement portfolio but his family and his future as well.
While his story ends well, the lessons have been proven many times over. Finding an advisor who will professionally work for you personally. Lessoned learned; Don’t put all your eggs in one basket and you may need someone other than the company you work for to help you plan for retirement.
Todd Pouliot is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Gateway Financial, we work comprehensively with clients to help them find clarity with their long-term wealth management issues.
Our customized program is designed as a structured series of events where we first identify the common 13 wealth management issues and recognize what each client deems appropriate for them. Second, we provide a strong disciplined approach to resolving the Wealth Management Issues of the particular client. Lastly, we finalize our strategy by a series of follow-up meetings to review and measure the plan on a defined schedule.
We have vast resources available that support our planners in providing these services. Account Management, Advanced Technology and access to numerous financial strategies, products, and services to meet the right fit for the right requirements. We further are supported by Sigma’s Financial Strength, Commitment to the Advisor and Experience which has led them to receive the Broker/Dealer of the Year award for the 9th time.
We deliver this turn-key environment to our clients in the course of a Team/Client Experience in a coaching atmosphere, not in a narrative mandating stance. Our team not only creates but implements your plans in an environment that brings out the best in our clients as well as ourselves.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- TSP and FERS Planning
Ideal Clients
- Highly Compensated Employees (HCEs) earning $150,000 or more
- Retirees and Near Retirees
- Growing Families
- Federal Government Employees
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Todd Pouliot is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Todd Pouliot is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Todd Pouliot and his Wife, Jennifer, are Active Supporters of the Cystic Fibrosis Foundation of Northern Ohio
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Todd Pouliot Contributes as a Financial Expert on "3 Surprising and Creative Ways to Fund Your Kids’ Education" in The Making of a Millionaire Published on Medium
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Todd Pouliot is a Guest on XYPN Radio: "Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot"
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Todd Pouliot is Quoted on the balance: "What's the Difference Between Asset Management and Wealth Management?"
Contact Todd Pouliot
Office Locations:
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9821 Olde Eight Road
Suite M
Northfield, OH 44067
