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Retire With Confidence
Retire With Confidence
Everybody has different goals and therefore different financial needs. We specialize in a comprehensive approach to financial planning that encompasses more than just growing your money, but also planning for all the different challenges that life can throw at you.
We start by analyzing your goals and compare them to your current portfolio . Next we identify the biggest threats to your financial growth and security. Then we analyze your goals and compare them to your current portfolio. From there we recommend a personalized investment strategy designed to meet your risk tolerance strategy and long term financial health.
Our team is comprised of professionals with different levels of finance expertise, but we all have this in common--a commitment to ethics and integrity. With our fiduciary commitment to our clients you can count on unbiased recommendations and impartial guidance.
Kate Gagnon is an Investment Advisor Representative and holds Series 65 and Insurance Licenses. Kate started her investment journey in 2010 working in Real Estate with investors where she learned about the importance of having secure income coming in every month, which many advisors have little experience with. She believes that as we age explicit attention needs to be focused on individual retirement, one size does not fit all! Kate has comprehensive experience in building long term retirement plans that consist of many different focuses for every challenge faced by retirees. She focuses on preservation of wealth that can be eroded by taxes, long term care expenses, and emergencies that can arise.
Anthony Cloutier has over 20 years of experience in the financial field. He served as a Senior Analyst in the financial sector, involved in mergers and acquisitions. An Economist at heart, Anthony was frustrated by the lack of evidenced based investing programs available to retail investors. He launched Truth of Investing in 2013 as a education and research think tank, to show the benefits of risk-adjusted passive investment. In 2019 Markowski Investments purchased Truth of Investing to expand their offerings evidenced based investing programs available to retail investors.
Joshua Markowski was one of the youngest registered Investment Advisors in history. He is also dually registered as a Securities Principal and an Options Principal. He is a Chartered Financial Consultant® and received his education at the American College of Financial Services. Joshua’s main focus is on developing new client relationships and the ongoing operations of the firm.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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