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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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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HOT TOPIC: Is This Bull Timid or Ready to Charge?
On June 8, 2023, the S&P 500 closed 20% higher than its lowest recent closing value, beginning a new bull market. This article looks at some factors that may shed light on the current market.
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Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?