Broker Check
Kent Lalonde, CFP®

Kent Lalonde, CFP®

Certified Financial Planner™

I've been a Financial Advisor for over 20 years.  I also love to travel and own property outside the US.  I have first hand knowledge on the financial issues faced by American travelers and expatriates living abroad.

Whether you are living in the US or abroad, It's our responsibility to assess your financial situation and only make recommendations that are in your best interest. We do this with integrity and transparency.

Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Your Process

Your Process

We create strategies that are tailored to your goals.

Learn more
Our History

Our History

We're prepared to guide you through life's transitions. 

Learn more
Shared Values

Shared Values

We operate our business with ethics and integrity.

Learn more
Resources

Resources

Let's talk about your investment strategies.

Learn more

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Kent's Philosophy

Kent's Philosophy

My clients are informed, educated, and then advised so they can make the right choices regarding their financial future. I believe in a comprehensive approach to financial planning. I'm a firm believer in diversification. I look at myself as a 'risk manager', and diversification is a key component to managing investment risk. As an independent financial adviser, I am not limited to the products and services of any one company. I can truly shop the market and present my clients with the best options in the marketplace.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Have a Question?

Thank you!
Oops!