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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, personalized 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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Client Testimonial

We've been clients of Troy A. Gourde, CRPC, AWMA, financial planner, for nine years, and truly appreciate the care and attentiveness he has shown us. Our partnership began after Peter was duly impressed after attending one of Troy's retirement planning seminars. Soon after, Troy was managing our retirements funds, which he has done with great care. Troy is professional, courteous, and takes a genuine interest in our success. Troy consistently provides exceptional service, and has earned our trust in managing our accounts. He provides a personalized approach, taking our life events and goals into account. His positive and confident outlook has helped us to feel secure, despite market fluctuations. We endorse Troy for financial planning services, and look forward to our continued partnership.

- Sincerely, Ginny and Peter M Minnetonka, MN .

This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Client Testimonial

We first met Troy Gourde at his Passport to Retirement seminar in 2018. Troy did a great job of helping everyone understand a lot of the different aspects to consider including what we wanted to do in retirement, when we wanted to retire, financial considerations, asset inventory, etc. We then met with Troy in his offices. He did such a nice job of asking more questions about what we needed to consider for retirement, our financial risk tolerance, etc. and then provided a baseline for where we were financially. Troy provided a lot of great recommendations which we put into action. Troy continues to meet with us on a regular basis. He is always available whenever we have a question. We are so grateful for his thoughtful and educated suggestions. We have never felt pressured and always appreciate his gentle guidance. Thinking about the financial reality of retirement can be scary. Today we are happy to say that we are on the right path. We look forward to many years of working together. We highly recommend Troy to anyone who is considering working with him

- Sincerely, Lisa & David D

This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Client Testimonial

In the early 1990’s, we relied on an accountant to prepare our yearly income taxes. She was affiliated with Ameriprise Financial Services in the late 1990’s and recommended their services for our financial investments. We then dealt directly with one of their advisors up until 2013. When that advisor left the company, we spoke with one of his associates, Troy Gourde. Immediately, we found Troy to be knowledgeable and very easy to talk to. We felt confidence in his ability to explain various options that were suited to our income and future needs. For over the past ten years, we have never been disappointed in his advice. We trusted Troy from the beginning of our business relationship, and that trust has grown along with our investments. Now that I am retired and Judith is semi-retired, we depend on Troy to watch our investments and guide us through the challenging times of the financial marketplace. Investor Financial Group and LPL Financial keep us informed of market conditions at least four times a year, and Troy is always available by responding very timely to my phone calls and emails. We feel like family with Troy Gourde, and we know he is there for us. We look forward to many more years with his company’s guiding us. We give him the highest recommendation to anyone seeking an outstanding, personable financial advisor

- Sincerely, Judy and Larry S

This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Client Testimonial

It is with pleasure that we are providing this testimonial letter for Troy Gourde. We have been utilizing Troy as our Financial Advisor since 2019 when we were drawn to his clear passion for financial planning and wealth management. Troy has been able to clearly identify and communicate to us any gaps in our financial plan and convey his thoughts on potential solutions. These communications always come across as having our best interests top of mind and a starting point for discussions toward the best path forward. Troy regularly checks in on our current financial and family situation and how our appetite for risk may change as time passes and we get closer to the next phase of our lives. He is thorough in his preparation and reassuring but realistic in his advice. Troy obviously has a strong educational background and continues to grow his knowledge which he shares with us as appropriate. He provides in depth analytical reports that can be updated with many variables to simulate different potential financial/employment/inflation changes to provide both best- and worst-case scenarios so we have a full picture of what our financial future could look like. We are confident that our financial future is in good hands with Troy and look forward to many years working together

- Scott and Chris U

This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Client Testimonial

We have been clients of TROY A. GOURDE, CRPC®, AWMA® FINANCIAL PLANNER, FOR THE PAST NINE YEARS. WE ARE VERY GRATEFUL FOR HIS EXCELLENT CARE AND SUPERVISION OF OUR INVESTMENTS. TROY HAS A WAY OF BEING PERSONABLE AND EMPHATHETIC, TAKING INTO ACCOUNT, INDIVIDUALS AND THEIR VARIOUS LIFE EVENTS. ALSO, HE SHOWS CONFIDENCE AND CALM IN THE WAKE OF FLUCTUATING MARKETS. OVER THE NINE YEARS HE HAS BEEN OUR FINANCIAL PLANNER, TROY HAS DEMONSTRATED CONSISTENT ATTENTIVENESS IN MANAGING OUR INVESTMENT ACCOUNTS AND HELPED US FEEL SECURE IN OUR PRE-RETIRMENT AND SOON TO BE POST-RETIREMENT PLANS. WE TRUST TROY, IMPLICITLY AND HE ALWAYS WORKS FOR HIS CLIENTS, NO MATTER WHAT THEIR FINANCIAL CIRCUMSTANCES ARE.

- SINCERELY, JEFF AND CHRIS W BLOOMINGTON, MN

This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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.

TELL US HOW WE CAN HELP YOU TODAY

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  • Client Testimonial

    "We've been clients of Troy A. Gourde, CRPC, AWMA, financial planner, for nine years, and truly appreciate the care and attentiveness he has shown us. Our partnership began after Peter was duly impressed after attending one of Troy's retirement planning seminars. Soon after, Troy was managing our retirements funds, which he has done with great care. Troy is professional, courteous, and takes a genuine interest in our success. Troy consistently provides exceptional service, and has earned our trust in managing our accounts. He provides a personalized approach, taking our life events and goals into account. His positive and confident outlook has helped us to feel secure, despite market fluctuations. We endorse Troy for financial planning services, and look forward to our continued partnership."

    - Sincerely, Ginny and Peter M Minnetonka, MN.

    This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.



  • Client Testimonial

    "We first met Troy Gourde at his Passport to Retirement seminar in 2018. Troy did a great job of helping everyone understand a lot of the different aspects to consider including what we wanted to do in retirement, when we wanted to retire, financial considerations, asset inventory, etc. We then met with Troy in his offices. He did such a nice job of asking more questions about what we needed to consider for retirement, our financial risk tolerance, etc. and then provided a baseline for where we were financially. Troy provided a lot of great recommendations which we put into action. Troy continues to meet with us on a regular basis. He is always available whenever we have a question. We are so grateful for his thoughtful and educated suggestions. We have never felt pressured and always appreciate his gentle guidance. Thinking about the financial reality of retirement can be scary. Today we are happy to say that we are on the right path. We look forward to many years of working together. We highly recommend Troy to anyone who is considering working with him."

    - Sincerely, Lisa and David D

    This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.



  • Client Testimonial

    "In the early 1990’s, we relied on an accountant to prepare our yearly income taxes. She was affiliated with Ameriprise Financial Services in the late 1990’s and recommended their services for our financial investments. We then dealt directly with one of their advisors up until 2013. When that advisor left the company, we spoke with one of his associates, Troy Gourde. Immediately, we found Troy to be knowledgeable and very easy to talk to. We felt confidence in his ability to explain various options that were suited to our income and future needs. For over the past ten years, we have never been disappointed in his advice. We trusted Troy from the beginning of our business relationship, and that trust has grown along with our investments. Now that I am retired and Judith is semi-retired, we depend on Troy to watch our investments and guide us through the challenging times of the financial marketplace. Investor Financial Group and LPL Financial keep us informed of market conditions at least four times a year, and Troy is always available by responding very timely to my phone calls and emails. We feel like family with Troy Gourde, and we know he is there for us. We look forward to many more years with his company’s guiding us. We give him the highest recommendation to anyone seeking an outstanding, personable financial advisor."

    - Sincerely, Judy and Larry S

    This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.



  • Client Testimonial

    "It is with pleasure that we are providing this testimonial letter for Troy Gourde. We have been utilizing Troy as our Financial Advisor since 2019 when we were drawn to his clear passion for financial planning and wealth management. Troy has been able to clearly identify and communicate to us any gaps in our financial plan and convey his thoughts on potential solutions. These communications always come across as having our best interests top of mind and a starting point for discussions toward the best path forward. Troy regularly checks in on our current financial and family situation and how our appetite for risk may change as time passes and we get closer to the next phase of our lives. He is thorough in his preparation and reassuring but realistic in his advice. Troy obviously has a strong educational background and continues to grow his knowledge which he shares with us as appropriate. He provides in depth analytical reports that can be updated with many variables to simulate different potential financial/employment/inflation changes to provide both best- and worst-case scenarios so we have a full picture of what our financial future could look like. We are confident that our financial future is in good hands with Troy and look forward to many years working together."

    Scott and Chris U

           This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any                     material incentives or benefits for providing the testimonial.



  • Client Testimonial

    "We have been clients of TROY A. GOURDE, CRPC®, AWMA® FINANCIAL PLANNER, FOR THE PAST NINE YEARS. WE ARE VERY GRATEFUL FOR HIS EXCELLENT CARE AND SUPERVISION OF OUR INVESTMENTS. TROY HAS A WAY OF BEING PERSONABLE AND EMPHATHETIC, TAKING INTO ACCOUNT, INDIVIDUALS AND THEIR VARIOUS LIFE EVENTS. ALSO, HE SHOWS CONFIDENCE AND CALM IN THE WAKE OF FLUCTUATING MARKETS. OVER THE NINE YEARS HE HAS BEEN OUR FINANCIAL PLANNER, TROY HAS DEMONSTRATED CONSISTENT ATTENTIVENESS IN MANAGING OUR INVESTMENT ACCOUNTS AND HELPED US FEEL SECURE IN OUR PRE-RETIRMENT AND SOON TO BE POST-RETIREMENT PLANS. WE TRUST TROY, IMPLICITLY AND HE ALWAYS WORKS FOR HIS CLIENTS, NO MATTER WHAT THEIR FINANCIAL CIRCUMSTANCES ARE.."

    - SINCERELY, JEFF AND CHRIS W BLOOMINGTON, MN

    This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.