About
meet your advisor
Marc Gaudette
As a young man, I entered the financial services business at an unprecedented time. The year was 1980. I turned twenty-one. It was the same year the USA Olympic hockey team defeated Russia and won gold at Lake Placid. There was gas rationing, and the seizure of the United States Embassy in Iran had taken place. Jimmy Carter was the President. Mortgage rates were in the double digits. Inflation was rampant, to say the least.
Forty-two years later my life, professional experiences, and education have bestowed me the skills as an advisor. I possess the maturity, the temperament, of a seasoned veteran. Without a doubt, this has translated into the trust and confidence that my clients have in me, and my team.
The Mission
Six years before I began my business, my father was seriously injured at his work. If it were not for the advice and guidance of an insurance advisor that diligently worked with my father, he never would have purchased the disability policy that kept our family from certain hardship after a devastating accident. That event was the impetus that led me to my chosen career. My purpose in this life is to be able to have the same impact on people. I want people to be better financially, and emotionally through our personal relationship.
My Mission is the desire for people to have better outcomes for themselves, their businesses, and their families in the face of financial adversity. To build wealth, and ultimately, revel in their prosperity now, and for their future generations.
To that end, I provide solutions to my clients that provide security, alleviate fears, and bring peace of mind to the best extent possible. I view each client’s situation and solutions based on what I would do if it were me in those given circumstances. Through a proven process, following specific steps to financial security, you may be wealthy, but you may never be poor!
Let us guide you through all stages of life and create a plan that fits you and your goals.