At First Financial Planners, we strive to help you positively impact your Circle of Wealth by better protecting, preserving and expanding it with sound financial plans. We think of your wealth as contained in a bucket, and there are two ways to keep that bucket full. You can increase the flow into it, or you can plug the holes that allow wealth to flow out.
We can assist by both identifying the holes in your Circle of Wealth, as well as teaching you how to help increase your gains. Your Circle of Wealth involves three main tasks: protecting, preserving and expanding. We first look at protecting your wealth, helping to prevent it from being taken away.
We can assist by both identifying the holes in your Circle of Wealth, as well as teaching you how to help increase your gains. Your Circle of Wealth involves three main tasks: protecting, preserving and expanding. We first look at protecting your wealth, helping to prevent it from being taken away.
Services
David J. Gagnon is a Financial and Tax Advisor, with 33 years of experience. He has a deep understanding and experience in the areas of Income & Estate Tax Planning, Asset Protection, Wealth Management, Retirement & Income Distribution Management, Multi-Generational Planning, Succession & Exit Planning for Business Owners, and College Planning.
We provide a wide range of financial services for individuals, families and businesses at First Financial Planners, offering comprehensive strategies for each situation that allow you to positively impact your Circle of Wealth. Personalized retirement income distribution strategies are evaluated to help maximize lifetime income and minimize market risks and long-term income tax exposure.
The events of the last few weeks and financial markets have us all wondering what the future holds. How long before we come out of this and life returns to normal? As we adjust to new terms like social distancing and working from home, at Your First Financial Planners we are taking steps to accommodate your financial questions and concerns.
We are a provider of WealthGuard, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the added confidence that there's a plan in place to help protect your investments in all market conditions.
Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and will alert Advisor and Client so a specific plan of action can be initiated to help protect your accounts, while keeping you focused on your long-term investment goals.
Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and will alert Advisor and Client so a specific plan of action can be initiated to help protect your accounts, while keeping you focused on your long-term investment goals.
What better way is there to help protect, preserve, and expand your wealth then to learn more about your portfolio and retirement plan? With our helpful seminars, we provide information and education on various financial issues so that you can become a more knowledgeable investor. Check out our upcoming seminars below and sign up for your spot today.
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