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
-
Going Green: A Fast-Growing Corner of the Global Bond Market
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
-
Flood Insurance: Be Prepared for Rising Waters and Changing Rates
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
-
Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
-
Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Accumulation
Estimate the future value of your current savings.