Financial planning services with your family’s goals in mind
Financial planning is fundamental to your future and can have a critical impact on you and your family. Yet, today’s chaotic economy and volatile market environment make it extraordinarily difficult to keep up with the thousands of available investments available to individuals, and even more difficult to determine which investments, in what balance, are most appropriate to your specific goals, situation and constraints.
And, of course, once your portfolio is in place, the work has only just begun. Monitoring the investments you’ve made, scrutinizing their performance, rebalancing your portfolio or ensuring that your particular mix of investments remains aligned with your evolving objectives is a complex and demanding task.
Finding a financial advisor whose integrity, judgment and expertise you trust has never been more important. Our advisors take the time to understand you, your needs, your concerns and your goals – and only then do they recommend the appropriate resources, strategies and investments designed to help meet your financial and life objectives. Our financial advisors can provide you with professional advice that is reasoned, rational and scrupulously objective.
Planning for College & Your Child’s Future
Planning for your child’s financial future is a concern for every parent. The advisors at Gagne Wealth Management Group have decades of experience advising parents just like you on the best avenues available to help ensure a strong foundation for their children.
We’ll first meet with you to understand your goals and current financial situation, then design a plan to help fund your child’s future, which may include a college education funds, 529 plans, Coverdell accounts, Uniform Trust to Minors Account (UTMA) or Uniform Gift to Minors Act (UGMA). We can also assist you with the selection of life insurance options and other financial planning needs.
Looking for a way to simplify your busy life?
You may consider centralizing your financial planning and banking services in one location. The advisors at Gagne Wealth Management Group offers access to Raymond James Bank, which means you’ll have one resource that can handle all of your financial affairs. As a result, your advisor is aware of and actively managing your funds across the board, which translates into an invaluable sense of confidence for you. Through Raymond James Bank, we offer all traditional banking services including mortgages and lending, personal loans, savings, money market and checking accounts, certificates of deposit and sweep accounts.
Our financial product availability is one of the most expansive in the industry. Our product offerings include stocks, bonds, mutual funds, managed accounts, insurance, annuities, and other various product solutions to help meet your particular retirement needs.
Please visit our Investment Services & Solutions page to learn more about our wide range of offered investment solutions.
Contact us now for a complimentary, no-obligation financial consultation. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.
Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance required if property is located in a designated flood zone of "A" or "V." Call Raymond James Bank for rates and other information.
Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested.
