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Planning for the Next Frontier

Planning for the Next Frontier

Retirement planning should start with a conversation, not equations.

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Plan Wisely. You Won't Get a Do-Over.

Plan Wisely. You Won't Get a Do-Over.

A successful retirement can often depend on a having a solid plan now.  If your money isn’t working as hard as you are, it may be time to act.  Now is the time to consider developing a strategy that can help you work toward your financial goal.  I specialize in providing comprehensive, objective financial guidance with the goal of maximizing every remaining moment of the retirement countdown. 

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A Smart Approach to Planning

Our services range from financial planning to investment management.  We plan for life stages not phases.  No matter what, though, our focus is always you.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Mission

To help you improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

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Whitepapers

Learn more about various financial topics.

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Inspirational Quotes


  • “To retire, clients need to mind their P’s: purpose, planning, progress and procrastination.”

    - Troy A. Gourde

    CRPC®, AWMA®

  • “Most people don’t plan to fail, they just fail to plan. ”

    - John L. Beckley

  • “There are only three things you can do if you’re not set for retirement: save more, spend less or delay the goal.”

    - Troy A. Gourde

    CRPC®, AWMA®

  • “Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do. ”

    - Mark Twain

  • “Planning for retirement typically falls in three phases: the go-go years, the slow go years and the no go years. ”

    - Troy A. Gourde

    CRPC®, AWMA®

  • “Someone is sitting in the shade today because someone planted a tree a long time ago. ”

    - Warren Buffett


Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

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