Andrew Aubrey of Gateway Financial Partners

Andrew Aubrey of Gateway Financial Partners • Securities and advisory services offered through LPL Financial, a registered investment advisor.

Member FINRA/SIPC finra.org sipc.org
• 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 professionals 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.

A QDIA is the default investment chosen when employees don’t select their own in a 401(k). For many, it’s a target-date ...
09/07/2026

A QDIA is the default investment chosen when employees don’t select their own in a 401(k). For many, it’s a target-date fund.

Do your employees know what they’re defaulted into?

Exiting your business changes the way your finances look.Taxes, income sources, and legacy considerations often shift af...
09/01/2026

Exiting your business changes the way your finances look.

Taxes, income sources, and legacy considerations often shift after a sale.

Exploring your options ahead of time can help you understand how your business success may translate into personal wealth for the future.

860.430.8195
[email protected]
andrewaubrey.com

Original Medicare doesn’t cover:• Long-term care• Dental and vision• Hearing aids• Overseas emergenciesUnderstanding the...
08/26/2026

Original Medicare doesn’t cover:

• Long-term care
• Dental and vision
• Hearing aids
• Overseas emergencies

Understanding the gaps now can help you avoid financial stress later.

If something happens and you can’t speak for yourself, who makes the call?A healthcare proxy, also known as a medical po...
08/21/2026

If something happens and you can’t speak for yourself, who makes the call?

A healthcare proxy, also known as a medical power of attorney, allows someone you trust to make medical decisions on your behalf. It’s a simple but powerful step toward protecting your wishes.

A big thank you to everyone who joined us at our annual Yard Goats Client Event! Here’s to another night of fun at the b...
08/14/2026

A big thank you to everyone who joined us at our annual Yard Goats Client Event!

Here’s to another night of fun at the ballpark.

You can still use it tax-free for medical expenses, but if used for non-medical spending, it’s taxed like regular income...
08/14/2026

You can still use it tax-free for medical expenses, but if used for non-medical spending, it’s taxed like regular income (not penalized).

Understanding the rules helps you craft a more informed plan.

3 Common Healthcare Planning Mistakes in Retirement• Using today’s costs instead of accounting for inflation• Assuming M...
08/10/2026

3 Common Healthcare Planning Mistakes in Retirement

• Using today’s costs instead of accounting for inflation

• Assuming Medicare covers everything

• Overlooking your spouse’s healthcare needs

Avoiding these pitfalls starts with awareness and a plan.

Whether you're stepping away from a business or shifting into retirement, it's important to take a closer look at how he...
08/07/2026

Whether you're stepping away from a business or shifting into retirement, it's important to take a closer look at how healthcare, income, and lifestyle all intersect.

Let’s connect and create a plan that reflects the road ahead.

860.430.8195
[email protected]
andrewaubrey.com

Address

455 Winding Brook Drive
Glastonbury, CT
06033

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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