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Sean Gates CFP®, EA - A Certified Financial Planner & Enrolled Agent
I achieved financial independence at 36. Long-term investing + a >50% savings rate + the power of real estate, afforded me the ability to walk away from my 15-year Investment & Wealth Advisory career. I now have complete control over my time. I have no fear of running out of money - lifestyle wealth.
During my wealth advisory career, I helped 100’s clients achieve retirement, on their terms, using advanced financial & tax planning strategies. Having tasted life with time freedom, I am hoping to create a financial planning practice that can deliver that to a small number of like-minded clients.

My Wealth Advisory Offer

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$0 Fee Investment MGMT Advice!

I will not charge you for Investment Management Guidance. Guided in your account or Discretionary Management.
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Fully Refundable

Your best interests are always held first. If I don’t WOW you, I will happily issue you a full refund of your Wealth Advisory fees.
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Real Estate Cash Flow

A 14-unit apartment complex & self-storage facility accelerated my journey to financial independence. Cash flow, tax benefits, and appreciation make it a wonderful investment vehicle.
You can do this too!
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Travel on points, not cash

Save 50%+ on your travel budget by using points, not cash to travel.
I will help you!
 
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Expense Audit

In-depth review of your budget.
If you don’t have one we will help create one.
I will find savings it’s just a matter of magnitude.
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Tax Planning

Pay your fair share, but don’t leave a tip. Strategies to pay the legal minimum tax amount throughout your life.
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Free Trust & Will Estate Package

I will purchase Trust & Wills document prep for you - appropriate to your needs.
 
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Wealth = Time

Execution is the primary reason wealth advice fails.
My process is designed to take little time or effort.
Document gathering & advice delivery are a snap.
If you would like to schedule a 1-on-1, grab a spot on my calendar.
Form ADV Parts 2A & 2B
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LWP Privacy Policy
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Consent to Electronic Delivery
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Wealth Advisory Agreement
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Investment Policy Statement
 
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