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Gateway Financial Advisors

2570 North First Street,
Suite 200,
San Jose, CA 95131

Phone:

Brian Lombardo 408-728-4328
Dave McCaman 408-202-1481
Robert Soerens 608-217-5907

E-mail:

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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Independent Financial Advisors

Personalized Services to Fit your Individual Needs

Comprehensive Financial Planning – Investments, Taxes, Retirement, Insurance, and Specialized Analysis (RSU, ESPP, etc.)

The most Advanced Planning Tools Available to Ensure you Get the Best Advice Possible

Former Finance Executives with Local Technology Companies

Deep Ties to the San Jose Area

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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