Gateway Financial, LLC



9821 Olde Eight Road Suite M
Northfield Center, OH 44067


Toll Free: 844-592-9888







myMoneyGuide® is a guided planning experience that can help you create a customized financial plan focused on your goals, concerns and expectations. A plan can help you make the most of your resources and prepare you for things that can financially hurt your retirement. Contact us to get started on your plan today with myMoneyGuide®.


Contact Us to Sign Up for myMoneyGuide®



myMoneyGuide® helps you...


Identify Your Goals

Define what you need, want and wish for in retirement. Then prioritize your goals and create an action plan to help you make progress towards them.


Explore the Possibilities

Take a look at what happens to your plan when you spend less, save more, retire later, or change how you invest. Choose tradeoffs to get the retirement you want.


Test for the Unexpected

What would happen if you experience a sudden market drop, unexpected health expense or your pension was cut? Test your plan to find out.


Learn More About myMoneyGuide®



The Process

Invitation - You will be invited by an advisor and will be directed to a personalized website.

Enroll - You can select from Labs available 7 days a week and enroll in a Lab of your choice.

Participate - You can create your own personalized financial plan by completing the Lab you select.

Contact - You decide if you want help from a financial professional to improve your plan.




What's a Lab?

A Lab is a guided online experience that helps you create a customized financial plan focused on your expectations, concerns, and goals. It gives you a chance to think about how you want to live in retirement, what's most important to you and how much money you will need to reach your goals. Completing a Lab is a valuable experience that can help you better prepare for retirement.


Control and Choices:

You can choose when to participate in a Lab and go at your own pace. You may ask questions during the Lab via chat or email as available. Choose a Lab depending on where you are in life. Are you 10 years from retirement? More than 10 years from retirement? Already retired? We have a Lab that can help you. At the end of the Lab, you can choose to have your plan reviewed by an advisor or continue to work on your plan alone.


Who is an Ideal Lab Participant?

If you are interested in creating a plan for your retirement, a Lab is for you. It's also a great way to help you feel prepared when meeting with a financial advisor.


If You've Already Been Invited to a Lab, Click Here




myMoneyGuide® is a registered trademark of PIEtech, Inc. All rights reserved.  © PIEtech, Inc. Reproduced with permission. All rights reserved.




Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck