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
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.