Todd Pouliot, AIF

Holistic Financial and Tax Planning for Highly Compensated Employees

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Gateway Financial, LLC Todd Pouliot, AIF
Northfield, Ohio

Serving Clients Nationwide

Holistic Financial and Tax Planning for Highly Compensated Employees

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Areas of Focus

  • Compensation Planning
  • Employee Stock Options
  • Equity Compensation Options
  • Investment Management
  • Social Security
  • Taxes

About Me

What is Todd's Why?

Hi. I'm Todd Pouliot. I've had several experiences in my life that have led me to a calling to help others. When I watched my father's retirement savings get reduced significantly as a result of the bankrupt company he had worked for since he was 16 and steadily ascended for 27 years, I began to take notice of the world around me. My father lost his job, his pension, and most importantly, the means to support his family. I realized through that experience that hard work pays off and some things are beyond one's control.

In another twist of fate, my father lost a small fortune in stock options, just months before retiring, because someone committed the crime of embezzlement within the company he helped build. Because of this crime, he had to continue to work for 15 more years before he felt he could retire. Although his hard work had paid off, outside forces harmed not only his retirement portfolio but also his family and his future.

Though his story ends well, the lessons have been proved many times. One of the most important things I learned was: Find an advisor who will professionally work for you personally. It is important not to put all your eggs in one basket and you may need help planning for retirement from someone other than your employer.

My wife, Jennifer, and I are actively involved with the Northern Ohio Chapter of the Cystic Fibrosis Foundation. We ask that you join us annually at the Cleveland Wine Opener to benefit the Cystic Fibrosis Foundation. In addition, Jennifer and I host an annual volleyball tournament in Cuyahoga Falls, Ohio called Bump, Set, Cure Found to raise additional dollars for this worthwhile cause. We will continue this fight until CF stands for Cure Found!

Professional Designations

  • Accredited Investment Fiduciary (AIF)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

9821 Olde 8 Rd, Northfield, OH 44067, USA

Meeting Options

  • Video Conference
  • In-Person

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

After I learn about you and share our holistic financial planning process at Gateway Financial, if you find that my services might be a good fit, I’ll suggest that we meet for a “Get Organized” meeting to get “Financially” organized. We will follow that with a “Goal Exploration” meeting to uncover your primary life goals. Our last meeting will be a “Plan Review” where It will be my job to then share suggested solutions to move you toward your goals. Meanwhile, I’ve provided a link to my website with a video that talks about how fee-only services are different from the standard brokerage firm's financial planning model. I have also included our Financial Process, a step-by-step guide to achieving your goals, and what you are going to do to meet them. Finally, we believe transparency & trust are at the center of any healthy relationship. That's why we've laid out exactly how our subscription works on our website. My goal is to always put your interests above all else, to guide you effectively toward your key life goals.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Where do you start? Our clients are looking for holistic and comprehensive Financial Planning that encompasses both Tax and Estate Planning. Our clients have an expectation that all of this works together in harmony.

Our clients are Highly Compensated Employees (HCEs) who make more than $150,000 per year and can save money but are subject to different 401(k) rules. Retirement plans, HSAs, stock options, IRAs, eliminating debt, and reducing taxes all require planning. We normally see high net worth individuals come to us who have gathered assets along the way due to diligent savings, but ask themselves, “have we done the best we could?”.

Every decision we make is framed in how we can deepen value for you. You own the relationship and that is why this website was created for you, the clients, not us!

Education

Kent State University

Volunteer Experience

Cystic Fibrosis Foundation Northern Ohio Chapter

Badges

Languages

  • English

Hobbies and Interests

  • Baseball
  • Family
  • Golf
  • Volleyball
  • Volunteering
  • Wine

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Educators
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Healthcare Professionals
  • Intergenerational Families
  • Parents
  • Single Women
  • Widow

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