Greg Frankos of Gateway Financial Partners

Greg Frankos of Gateway Financial Partners Partnership is the foundation and principal by which the advisors and team of Gateway Financial Partners execute all of their relationships.

Securities offered through LPL Financial, Member FINRA/SIPC (finra.org sipc.org). Investment Advice offered through Gateway Financial Partners, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professional

s associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Growth is exciting, until the debt starts to feel like quicksand.Funding expansion doesn’t have to mean sacrificing flex...
06/10/2026

Growth is exciting, until the debt starts to feel like quicksand.

Funding expansion doesn’t have to mean sacrificing flexibility or taking on unnecessary risk.

There are smarter ways to reinvest that support both your business and your long-term financial picture.

Let’s take a closer look at how your growth strategy fits into your overall plan.

410.690.8203
[email protected]

How you compensate yourself can affect taxes, retirement readiness, and future financing options.Many business owners ta...
06/04/2026

How you compensate yourself can affect taxes, retirement readiness, and future financing options.
Many business owners take draws “when there’s extra.” But that method can create instability and tax surprises.

Instead:
– Set a salary or scheduled distribution
– Revisit the amount quarterly
– Align comp with long-term personal wealth goals

Question time! Is inheritance taxable income? The short answer is yes, but it's important to understand the nuances. You...
05/31/2026

Question time! Is inheritance taxable income?

The short answer is yes, but it's important to understand the nuances. Your inheritance can actually be taxed in two ways: inheritance taxes and estate taxes.

Interested in learning more? I'd be happy to help!

410.690.8203
[email protected]

Estate planning has traditionally focused on what happens after someone passes away.More recently, many families are als...
05/28/2026

Estate planning has traditionally focused on what happens after someone passes away.

More recently, many families are also thinking about how wealth transfers and charitable giving can happen during their lifetime.

This Forbes article explores the idea of “living legacy” planning.

https://www.forbes.com/sites/forbesbooksauthors/2025/07/21/the-living-legacy-the-shift-from-death-planning-to-living-planning/

You can optimize your legacy through living estate planning techniques that provide both immediate benefits and long-term protection.

Planning for the future with your spouse? Don't overlook the unlimited marriage deduction. It allows married couples to ...
05/26/2026

Planning for the future with your spouse? Don't overlook the unlimited marriage deduction. It allows married couples to transfer assets without incurring estate taxes.

Caught between college tuition and elder care costs, many in their 40s and 50s are pulled in three directions, kids, par...
05/20/2026

Caught between college tuition and elder care costs, many in their 40s and 50s are pulled in three directions, kids, parents, and their own retirement.

Start by clarifying your priorities
Set up separate funding buckets
Make the most of tax-advantaged accounts

A strong plan doesn’t have to be time-consuming, but it does need to reflect your reality.

Your financial goals shouldn't compete, they should be connected. Planning helps you make space for all of themIf your f...
05/15/2026

Your financial goals shouldn't compete, they should be connected. Planning helps you make space for all of them

If your finances feel stretched thin, it might not be about money, it might be about misaligned priorities.

You don’t have to pick one priority. You just need a plan that helps you see how they all fit together.

Some signs it might be time for a financial reset:You’re constantly reacting instead of planningYou’re not sure where yo...
05/13/2026

Some signs it might be time for a financial reset:

You’re constantly reacting instead of planning

You’re not sure where your money is actually going

You’re juggling priorities and dropping sleep

You’re not behind, you’re ready to get organized.

Happy Mother's Day!
05/10/2026

Happy Mother's Day!

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11 Bay Street
Easton, MD
21601

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