It is our goal to provide first class service.
At Richard Gagné and Associates, we build lasting relationships with our clients based on rigorous honesty and integrity. We tell you the bad news as well as the good news. We will recommend sensible options and show you the steps that can be taken to help accomplish financial goals.
We start by listening to you because we care about your well-being. We encourage you to share the challenges that impact your financial life. Then, we'll explain an investment process that results in a strategy that fits your goals and objectives.​
We help you to reach clarity about your goals through a process of writing down your risk tolerance level, your degree of understanding of the different asset classes, your time horizon and your expected rate of return.
I hope that we've described the kind of long-term relationship that you'd like to develop with a qualified, experienced financial advisor.
Newsletters
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NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze
A nonfungible token is a unique digital asset authenticated by blockchain. This article discusses its potential and potentially high risks.
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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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How to Correct an Error on Your Credit Report
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
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HOT TOPIC: High Inflation: How Long Will It Last?
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.