
Planning for the Next Frontier
Retirement planning should start with a conversation, not equations.

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.

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.
Our Mission
To help you improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.
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.
Inspirational Quote
"Most people don't plan to fail, they just fail to plan.";- John L. Beckley
Inspirational Quote
"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®
Inspirational Quote
"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
Inspirational Quote
"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®
Inspirational Quote
"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.