Forging Your Financial Future
Integrity. Dedication. Accountability. An Advisor Who Puts Your Best Interests First.
At The Wingate Group, everything we do is driven by one thing – your best interests. In our role as your financial advocate, we take time to get to know you, your family, your hopes and goals for the future, and any challenges that may stand in your way. We use this information to develop custom strategies specifically designed to help achieve your version of retirement and financial success.
We support you in living a comfortable life today while working toward a more stable (or could use protected) retirement. To do so, we employ a wide range of strategies to not only build but also protect your wealth. As you near retirement, we employ a variety of strategies to establish a monthly source of income you can’t outlive*. We are well-versed in the challenges faced by retirees and can help you navigate potential risks to your wealth you may not even realize you face.
Why work with The Wingate Group? Because we give you the confidence of knowing you have a dedicated, experienced advocate in your corner. It’s that simple.
*Any references to 'Lifetime Income,' 'Income You Can't Outlive,' or the like refer only to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Our Process
Our disciplined approach helps ensure no detail is overlooked as we develop custom financial and retirement strategies to meet your needs.
Step 1 - Get To Know You
We begin by conducting a face-to-face meeting, either in person or via video conference. In this meeting, we strive to get to know you, your family, your current financial situation, your goals for the future and any challenges you may face on the path toward achieving a successful retirement.
Through a series of follow-up calls, we begin taking inventory of all your accounts, assets, insurance policies, investments and more. It’s only once we truly understand where you stand today that we can help you get to where you want to be in the future.
Step 2 - Draft a Plan
Using the information gathered in Step 1, we begin drafting a preliminary financial plan and retirement strategy as a starting point for future discussions. We meet again to present you with our ideas, ask for your input and make any necessary changes to ensure we fully address your current and future needs.
Step 3 - Implement
Once you are fully comfortable with and informed about your financial plan, we take the necessary steps to implement it. This includes coordinating asset transfers and making any necessary adjustments to your portfolio’s asset allocation. We walk you through any paperwork and help ensure a smooth transition. Now, you’re up and running!
Step 4 - Monitor and Adjust
The implementation of your financial plan is just the beginning of our relationship. Ongoing, we continuously monitor your investment performance, progress toward your goals and any life changes that may necessitate a modification to your plan. We proactively recommend adjustments as necessary due to your personal financial situation, changing goals, economic factors and market forces.
We continue to meet with you on a regular basis in order to remain informed about your life and goals, and to review your financial progress.
Our Team
We give you the confidence of knowing you have a dedicated, experienced advocate putting your best interest first.
Why not take a second look at protecting your wealth?
Let The Wingate Group give you a free, no-obligation review of your current plan to see if we can help you better protect your wealth.
Want to learn more from our advisors?
We want to hear from you and encourage you to stay in touch! The Wingate Group proudly serves clients throughout the U.S. and we are here to answer any questions or concerns you may have.
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Jared Brett Wingate offers products and services using the following business names: The Wingate Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with The Wingate Group or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22392 - 2022/11/2
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The Wingate Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.