Helping you achieve your financial goals
Our hope is to have a client for life, and our 98% retention rate is proof of our dedication to this goal. Simply put, our goal is to facilitate our clients'’' financial goals, and our philosophy, mission and promise to you are all focused on this underlying goal.
Our Philosophy
- We develop a custom, long-term plan for every client to address his or her unique needs and have a vested interest in your long-term success.
- We provide you with the pros and cons of all investment opportunities and believe in being upfront with advice and guidance.
- We will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We'll advise you when changes need to be made and have the stamina to know when to stay the course.
Our Mission
To provide our clients the ultimate client experience through:
- Consistent client contact
- Rapid response to time-sensitive issues
- Strategic financial planning implementation
Our Promise to You
The advisors at Gagne Wealth Management Group will:
- Always have your best financial interests in mind.
- Always give you honest education and feedback about financial products available in the market.
- Make you feel as if your account is the most important one - because it is.
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.
6081 East 82nd St., Suite 140 • Indianapolis, IN 46250 • Direct: 317-577-6030 • Toll-Free 1-866-461-7673 