CALL US: 603-881-7747

Financial Security Made Simple

Providing Insurance and financial services to the communities of Southern NH,
and Northern Massachusetts since 1980.

Our Mission

We work in a team approach. Planning is not one singular issue. It is insurance, savings, investments, estate planning, long term care, to name a few. Planning must be integrated and coordinated. It is dynamic. We take the complex and through our process make financial security simple for our clients.

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Our Services

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Financial Security Planning

Any financial plan requires planning for effective utilization of financial resources and to fulfill the current and long-term objectives of such a person or entity.

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Estate Planning

The orderly arrangement of an estate through the use of wills, trusts, and insurance contracts. The primary goal is to avoid probate.

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Long Term Care Planning

The ability to remain independent in the event of physical, or mental incapacitation by declining health and or advancing age.

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Traditional Retirement Plans

Roth, 401-K, IRA, SEPP Simple IRA, and more. We’re here to help you sort it all out.

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Retirement Income Planning

We work with business owners and individuals, and appreciate the challenges of retiring.

Client Testimonials

“We’ve known Marc for 10 years now. He’s always been ready to help us, evenings, weekends, and holidays. He’s very knowledgeable with a broad range of skills. He’s helped us with everything we’ve asked him for support. We trust Marc. Besides his work, Marc has become a family FRIEND.”

 

Bob & Susan
Lyndeborough, NH

Medicare and Social Security Client

“Marc Gaudette has been very helpful to me in understanding my choices for my financial well-being and for my future retirement. Marc is always ready to set aside time for me during his busy schedule.”

 

Lisa D.
Nashua, NH

Retirement Income, Social Security, Medicare Client

“Marc has an extensive knowledge of all types of insurance. He was referred to me by my husband because his employer is a client of Marc’s. I needed help choosing a medicare plan. I couldn’t wrap my head around it. He compared several plans and chose one that gave me the most bang for the buck, and he has been doing it every year my enrollment period comes up. He is honest, courteous, and friendly, and I can trust that I will have the best plan for me. He takes a lot of stress out of my life.”

 

Sylvie and Charlie M.
Nashua, NH

Medicare Client, Workplace Benefits Clients

“Marc has been handling my insurance since I qualified for Medicare. I’m very happy with his recommendations. He has routinely answered any questions that have come up and has gone above and beyond to advise me and my family. I highly recommend him.”

 

Kathie S.
Merrimack, NH

Medicare Client

“I met Marc some twenty-six years ago, and in one form or another over these many years, he’s been a trusted friend as well as my life and health insurance agent – trusted being the key word from that statement!”

 

Christopher L. & Katie R.
Augustine, FL & Weare, NH

Medicare, Life Insurance Clients

“Marc has provided me with excellent service since I began Medicare in 2017. He has guided me through the complexities of Original, Advantage, and Supplemental plans, as well as related benefit offerings and costs. He is open, honest, and professional in these discussions, answers questions after research, and has my interests covered. Thanks as always, Marc.”

 

Judy B.
Chester, NH

Medicare Client

“Marc is the Man! My wife and I have known, and pretty much abused Marc for over ten years now… OMG has been so very helpful in most everything to do with our financial issues & growth, Insurance matters, and investments.”

 

Thomas R.

Retirement Plan Client

“Marc has been servicing our organization for many years and is always very thorough on ongoing overall benefits and explaining pricing structures, as long as it takes until fully understood. His offerings of different types of insurance are very diverse, and he is always offering extra, free, or low-cost add-ons in addition, which I truly respect. I would highly recommend Marc for all your insurance needs.”

 

Bill Coffill, HR Manager at OEM Connect
Billerica, MA

Group Benefits Client

“Marc has been my insurance man and financial advisor for more than 30 years. He is great to work with, and I know if I have questions or need to make changes, he will be there to assist. Marc really cares about his clients.”

 

Mary G.
Nashua, NH

Retirement Plan Client

“Marc went to bat for me to help me attempt to file a claim, even though we knew it was probably a slim chance due to the nature of it. Bottom line, he goes above and beyond for his clients.”

 

Brian B.
Hudson, NH

Group Benefits Client

“As our financial advisor, Marc has continually demonstrated a rare combination of integrity, trustworthiness, client-centeredness, and expertise across many disciplines, which is essential to mapping and executing a sound financial future. We have worked with Marc for nearly 25 years and have found him to be responsive, accessible, genuinely friendly, and personally dedicated. It doesn’t seem right to refer to him strictly as our financial advisor because he is virtually a member of the family (my brother from another mother!). Marc has transformed our lives in ensuring that the proper pieces, in the proper sequence, are put into place so that the highest degree of security becomes reality. We can’t imagine taking any major steps without seeking his invaluable guidance, and we strongly recommend him to anyone looking for this crucial coaching and support in their lives.”

 

Bill and Sue Dwyer
Gilford, NH & Ann Arbor, MI

Retirement, Financial Plan Client

“Professionally, Marc is knowledgeable, well-versed, and able to explain the complexities of Medicare clearly. If necessary, he follows up promptly, answers your calls/ emails promptly, and is always a phone call away. Personally, he’s friendly, down to earth, and very easy to talk with. As a result, we’ve recommended Marc to many family members and friends.”

 

Susan and Davis S.
Salem, NH

Medicare Clients

“We have worked with Marc for over 10 years to assist our employees with some of our benefit plans. I have known him personally and professionally for over 30 years. Marc is trustworthy, is someone who can speak with employees at all levels of an organization, and is always willing to assist our employees whenever they have questions or need to make changes to their benefit plans. He is genuinely a kind and caring person and is always looking out for his clients’ best interests.”

 

Laurie Blanchette, COO at Reeds Ferry Sheds
Hudson, NH

Group and Voluntary Benefits Client

Let us guide you through all stages of life and create a plan that fits you and your goals.