Financial planning services designed to help achieve your retirement goals
Whether you are contemplating retirement or already retired, the advisors at Gagne Wealth Management Group can ensure you have the resources needed for the retirement lifestyle you desire. Our experienced advisors will meet with you to understand your retirement goals and current financial situation, and then provide insightful guidance on savings options and distribution decisions.
The advisors at Gagne Wealth Management Group go beyond simply providing financial advice by openly providing education on all potential financial offerings. They take the time to walk through available options and answer questions openly and honestly.
It’s worth noting that our investment model does not have an upfront fee as many other advisors require, and instead we have a small percentage fee that is applied on a yearly basis. As a result, you can rest assured that we have a vested interest in the long-term growth and stability of your finances.
* In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
What will be your legacy?
It’s a question all of us consider at one point in our lives. The advisors at Gagne Wealth Management Group offer decades of experience in helping people plan for future of their loved ones, and we view it as an honor and privilege to do so. We start by consulting with you to understand your wishes and the needs of your family members, and then we provide guidance on the selection of the right option for you – such as trusts, wills and insurance. We then carefully monitor these selections to ensure your legacy will be realized.
Looking for a way to simplify your life during retirement?
You may consider centralizing your financial planning and banking services in one location. The advisors at Gagne Wealth Management Group offer 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. 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.
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, a federally chartered savings bank. 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.
