Gateway Capitol Financial
Michael R. Achatz

Financial Planner
Financial Services Representative

My Purpose as a financial planner is to provide ethical and unbiased financial advice with an attention to detail that offers my clients unparalelled service.

I have a diverse client base that includes retirees, business owners, professionals, and others. My goal is to help my clients achieve their next level of financial success.  Additionally my clients find themselves well-prepared for major life-changing events, including college funding, death/divorce, successfully passing on the family business, and retirement preparation.

I believe that my success as a financial planner stems from my comprehensive approach to evaluating a client's current financial position and learning about what's most important to them.

Within the individual and small business markets my efforts are focused on the Maryland counties of Anne Arundel, Howard and Montgomery.  I also continue to grow my practice in Washington D.C. and Northern Virgina.

At Gateway Captiol Financial, I currently serve as our Investment Specialist with a focus on retirement planning in the individual and business markets.  My team and I will assist you in those areas as well as the other core areas of financial planning.

Take some time to explore the site and come back often.  We will be updating it frequently with useful information. 

 

 

 

 

 

I am licensed and registered to offer products and services in [MD]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L1111219822[exp1212][All States]
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

More Newsletters →