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.

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

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