Business Details
11 Years
experience
Your Trusted Partner for Retirement Planning Solutions
At Gateway Retirement Solutions, we bring a fresh perspective to financial planning, dedicated to helping clients navigate their path to retirement. Our team of experienced professionals employs a dynamic, client-first approach, focusing on multigenerational families and successful individuals seeking to manage wealth, enjoy retirement, and create lasting legacies. Founded in 2015 by Matthew Herman and Wesley Labelle, our independent model allows us to offer unbiased advice and tailored solutions, leveraging strategic partnerships with accounting firms and estate planning attorneys. We prioritize listening to client needs, conducting comprehensive analyses, and designing personalized retirement plans that align with individual goals. With offices in New Hampshire, Maine, and North Carolina, we serve clients both in-person and virtually, combining local expertise with nationwide resources. Our advisors hold advanced designations and maintain affiliations with trusted institutions like Lincoln Investment and Capital Analysts, ensuring access to a wide range of investment and insurance products.We specialize in wealth management, estate planning, long-term care strategies, and Social Security optimization, addressing complex financial concerns through simplified, actionable guidance. Our commitment to transparency, ethical practices, and ongoing portfolio monitoring ensures clients receive reliable support throughout their financial journey. By focusing on education and holistic planning, we empower clients to make informed decisions about Medicare, asset allocation, and legacy planning. Whether you're a hardworking professional nearing retirement or a family seeking generational wealth strategies, our firm provides the expertise and personalized attention needed to achieve financial freedom.
Services
Wealth Management
Estate Planning
Long-Term Care
Asset Allocation
Life Insurance
Social Security Consultation
Medicare Guidance
Details
- Year established: 2015
Highlights and features
- We offer 17-20 years of combined experience in financial services.
- Our advisors provide fully customized, goal-based retirement plans.
- We operate an independent model with access to diverse insurance solutions.
- Our team holds advanced designations in financial and retirement planning.
- We maintain strategic partnerships with accounting and legal professionals.
Associations and certifications
- FINRA
- SIPC
What people say
Personalized retirement strategies
Experienced advisors
Holistic planning approach
Dedicated client service
Specialized expertise
Services
Wealth Management
Our wealth management service creates personalized investment strategies aligned with your risk tolerance and financial goals. By collaborating with portfolio managers, we develop tailored approaches to position your assets effectively. Through continuous monitoring and adjustments, we ensure your portfolio remains optimized to support long-term objectives while adapting to market changes.
Estate Planning
Estate planning focuses on preserving your wealth for future generations. We coordinate with attorneys to establish trusts, wills, and generational plans that reflect your wishes. Our advisors help navigate complex tax implications and ensure your assets are distributed according to your preferences while minimizing potential conflicts among beneficiaries.
Long-Term Care
This service addresses medical expense risks in retirement by identifying strategies to protect savings from depletion. We analyze your financial situation and recommend customized insurance solutions that help maintain retirement funds while covering potential long-term care needs, ensuring financial stability throughout your later years.
Social Security Consultation
Our Social Security consultation provides personalized strategies to maximize retirement income. We evaluate multiple claiming scenarios based on your unique circumstances, helping you understand optimal timing and coordination with other income sources to enhance overall financial security during retirement.
Medicare Guidance
Medicare guidance helps clients navigate healthcare options during retirement. We explain plan differences, coverage gaps, and enrollment timelines while coordinating with insurance providers. This service ensures you select appropriate coverage that aligns with your medical needs and budget.
People
Matthew Herman
Managing Partner and Financial Advisor
Matthew Herman, with 17 years in financial services, specializes in retirement planning. He graduated from Franklin Pierce University in 2003 and co-founded Gateway Retirement Solutions in 2015. His approach emphasizes listening to client needs and creating personalized retirement strategies.
Wesley Labelle
Managing Partner and Financial Advisor
Wesley Labelle brings nearly 20 years of financial industry experience to his role. A University of New Hampshire graduate, he co-founded Gateway Retirement Solutions in 2015. His holistic planning approach focuses on understanding client goals before developing customized retirement solutions.
Questions
What retirement planning services do you offer?
We provide wealth management, estate planning, long-term care strategies, Social Security optimization, and Medicare guidance tailored to individual retirement goals.
How do you personalize financial plans?
We conduct comprehensive needs analyses, considering risk tolerance, financial goals, and personal circumstances to create customized retirement strategies for each client.
Are you affiliated with specific insurance providers?
We work with multiple carriers through our sister company Gateway Property and Casualty, allowing us to offer diverse insurance solutions.
Do you serve clients outside New Hampshire?
Yes, we serve clients in Maine, North Carolina, and virtually across the United States through remote consultations.
How do you handle investment portfolio management?
We collaborate with portfolio managers to develop strategies aligned with client goals, continuously monitoring and adjusting investments to maintain optimal performance.
Can you help with Social Security claiming strategies?
Yes, our advisors provide detailed Social Security analyses, evaluating multiple claiming scenarios to maximize retirement income based on individual circumstances.
