Cable Hill Partners is proud to welcome Jeff Gates, CFP®, MBA as our newest Lead Advisor. Jeff brings over 12 years of experience providing advice and planning solutions to families and business owners, particularly Portland-area dental professionals.
Jeff takes an educational approach to helping clients identify their priorities and passions to achieve their most important lifelong goals. "It's not just about avoiding financial pitfalls; it's about identifying what our clients have been doing right and keeping them on the path to continue that success," he said. "I love to see people enjoying retirement without fear or anxiety around money."
"Cable Hill believes in providing an authentic and holistic experience with each of our clients. Jeff adds tremendous depth to our ability to serve our community," said Managing Director David Christian. "Jeff represents exactly what every family deserves in an Advisor. He is honest, wise, and caring."
In addition to providing investment guidance to Cable Hill Partners’ private clients, Jeff will head the Group Retirement Plan team, partnering with Relationship Manager Shelby Gatewood and Client Service Associates Maria Gelever and Kelli Gamble.
On the subject
Leveraging the Power of a Cash Balance Plan
Owners of dental and medical practices share a unique set of circumstances when it comes to saving for retirement. While a practice may generate consistent income, much of this income can be devoured by debt payments on practice loans, building loans, and student loans.
Mega Backdoor Roth
You may have heard this bizarre sounding term "Mega backdoor Roth" pop up in financial articles or amongst conversations with colleagues which seems more related to furniture than finance. We’re here to break it down. We’ll start with what’s a “Roth,” then what does “backdoor” mean, and how much is “mega.”