LaLonde Wealth Management Group

Kent Lalonde, CFP®
Certified Financial Planner™

Welcome to my website. If you are a client and wish to view your accounts, please click on the Webportfolio Link. If you wish to contact me, please click on the Contact Me Link.

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 more as a 'risk manager' than an investment advisor.  As an independent financial planner, 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.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

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