For more information about the author, click to view their website: D. Gates Wealth Management
This morning I had the pleasure of virtually interviewing Danielle Gates with D. Gates Wealth Management. Danielle is a “certified financial planner” or CFP. That designation means she has at least 5 years’ experience, has been vetted by the national CFP board, and has taken an oath of being a fiduciary with her clients. This designation does not come easy. You must pass 5 master level education courses, sit for and pass the CFP exam and maintain yearly continuing education and background checks. Danielle has been a CFP since 2004 and she bases everything in her practice on goal setting. Her areas of focus are retirement planning, cash flow analysis, discretionary money management, tax management planning, estate planning, and all other areas of financial planning.
To contact Danielle, call 239-424-8305 or e-mail danielle.gates@lpl.com
"Just the fact of being with people as opposed to being in your own home alone is a big difference. You can do as much as you want to do, or as little as you want to do... just a great place to be."Learn more about our amazing resident, Jo Ann, who moved to our new community after living in her home for 53 years.Independent Living is an amazing lifestyle option for those who want to live their best lives, surrounded by like-minded people, but don't want the hassle of home maintenance and upkeep. With access to a plethora of amenities and services, we provide residents like Jo Ann with the tools they need to thrive each day.
Welcome to our sneak peek of the brand-new Senior Ladies Home in Lehigh Acres, Florida! Opening this Friday, our beautiful shared living space is designed to provide a safe, comfortable, and supportive environment for senior women. Why Choose Our Senior Ladies Home? A secure and nurturing environment Opportunities for companionship and new friendships Affordable Housing Convenient location in the heart of Lehigh Acres Join us for a quick tour and see what makes our Senior Ladies Home a wonderful place to live. We can't wait to welcome our first residents and create a vibrant community together! Opening Day: This Friday Location: Lehigh Acres, Florida Don't forget to like, comment, and subscribe to our channel for more updates and videos! Share this video with anyone who might be interested in joining our senior community. #SeniorLiving #LehighAcres #SeniorHome #ElderCare #SharedLiving #SeniorCommunity #GrandOpening #Seniors #SeniorLadiesHome #LehighAcresFlorida #InThisTogetherHomes
We, at D. Gates Wealth Management, along with LPL Financial, are dedicated to helping our clients make informed financial decisions about issues that affect their financial needs, goals, and objectives. We strive to help clients to create a sense of financial well-being toward pursuing financial freedom. Additionally, we work with clients to determine what is important in their lives be creating a comprehensive financial plan centered around their values.Whether you're just starting out or you've already built a strong financial foundation and want to know what's next, D. Gates Wealth Management can help you take the next step.COMPREHENSIVE FINANCIAL PLANNINGCash Flow PlanningInvestment ManagementRetirement PlanningSocial Security OptimizationEducation FundingInsurance & Risk ManagementTax Management PlanningEstate PlanningINVESTMENT MANAGEMENTRisk AnalysisInvestment Policy DevelopmentTax Management PlanningPortfolio ManagementBUSINESS PLANNINGRetirement PlanningGroup BenefitsProfitability AnalysisSuccession Planning
We, at D. Gates Wealth Management, along with LPL Financial, are dedicated to helping our clients make informed financial decisions about issues that affect their financial needs, goals, and objectives. We strive to help clients to create a sense of financial well-being toward pursuing financial freedom. Additionally, we work with clients to determine what is important in their lives be creating a comprehensive financial plan centered around their values.Whether you're just starting out or you've already built a strong financial foundation and want to know what's next, D. Gates Wealth Management can help you take the next step.COMPREHENSIVE FINANCIAL PLANNINGCash Flow PlanningInvestment ManagementRetirement PlanningSocial Security OptimizationEducation FundingInsurance & Risk ManagementTax Management PlanningEstate PlanningINVESTMENT MANAGEMENTRisk AnalysisInvestment Policy DevelopmentTax Management PlanningPortfolio ManagementBUSINESS PLANNINGRetirement PlanningGroup BenefitsProfitability AnalysisSuccession Planning