About My Practice
"Our practice is client centered, specializing in Retirement & Wealth Distribution. We treat every client in a caring & compassionate manner, just as we would want to be treated. As professionals, we are dedicated to excellence and integrity in everything we do. We believe every client has the right to select the optimum financial strategies and techniques that are best suited for them. In order to achieve this goal, we will enhance our clients' knowledge of investments, tax planning and other retirement related issues. We believe that sound proactive advice and implementation is paramount to a comfortable and happy retirement."
Granite State Retirement Planning, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, give us a call at 603-472-4447.
Since 1993 Mark Gagnon has helped clients plan for retirement. Mark has spent time with Metlife Financial Services and Fidelity Investments. He is a Certified Financial Planner™ and Chartered Retirement Planning Counselor, he also holds Series 6, 7, 24, 53, 63, and 66 securities registrations. In addition, Mark is a member of the National Association of Estate Planners & Councils (NAEPC)and currently a member of the Executive Committee for the New Hampshire Estate Planning Council, an organization dedicated to the promotion of the highest professional standards for individuals within the estate planning industry.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 53, 63, 65, 66
Life insurance: NH, MA, ME, FL, CT, SC, Health/disability insurance: NH, MA, ME, FL, CT, SC, Fixed annuities: NH, MA, ME, FL, CT, SC, Variable annuities: NH, MA, ME, FL, CT, SC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC®, AEP®
Securities offered through Triad Advisors, a registered broker-dealer and member FINRA & SIPC. Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services, LLC .Members NYSE, SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.