Non-Traditional Wealth Management, LLC is a team of experienced professionals who have helped many people just like you with similar issues and concerns. Dennis Gagnon and his team can help you create an approach that is designed to address your individual situation.
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We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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We believe our teamwork approach adds a broader perspective to all we do as your Orlando Financial Advisor and provides increased benefits to the Financial Services we give to our clients.
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Helpful Content
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What Do Fine Wine and Financial Planning Have in Common?
Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?
Infographic: 8 Tips for Supporting Your Employees During Dif
The recent COVID-19 pandemic has impacted almost every aspect of life and work - and small businesses are no exception.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Retirement Myths for Women
The number of men and women in the United States appears to be approximately equal . . . at first glance. Women walk a different path than men, and a much longer one. After the age of 40, women outnumber men in every age cohort.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.