Download our Retirement Guide to get started:

The events of 2020 changed so much about our lives. For some, it raised opportunities to assess career paths, financial plans, and the possibility of retiring earlier than expected. Whether your situation has inspired a new course of action or it’s simply time to think more concretely about the future, there are steps that you should take to get a clear view of your options.

At Wingate, we explore these avenues every day for our clients. We’re sharing some of our process and tips in order to help you understand what lies ahead and empower you to make one of the most important – and potentially most rewarding — decisions of your life.

In this Guide, you’ll learn about:

  • Determining which of your goals are truly achievable
  • Understanding how much money you’ll need to retire
  • Maximizing your retirement income
  • Organizing your assets and information

Who We Are?

    Who We Are?

    Professionals dedicated to serving the personal financial needs of individuals and families.


    Certified Financial Planners (CFP®’s)


    Years in Business


    Years average experience of partners