Daniel R. Gagnon Sr, ChFC®, CLU®, CASL®

Senior Financial Planner

New England Agency
1 Hampton Road, Building B, Suite 307
Exeter, NH 03833

Phone: (603)778-4400 ext. 4430
Fax: (603)775-7208
E-mail: dgagnon1@metlife.com

• National Association of Insurance and Financial Advisors (NAIFA) Member

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Other Titles:
Senior Financial Services Executive
Registered Representative
Investment Adviser Representative

As a Senior Financial Planner with MetLife Securities, Inc., I believe it is extremely important that you understand the value of planning now for your financial future. I can provide you with a full assessment of your financial needs using state-of-the-art financial software, including a retirement needs projection and an investment portfolio evaluation.

You have heard the old adage: “People don’t plan to fail; they fail to plan” With a realistic Financial Plan, you will have a far greater chance of achieving your goals.

As a MetLife Financial Planner, it is my goal to assist you and your business in developing and achieving your financial objectives.

I will assist you in reaching your financial goals by providing you with a customized financial plan to suit your unique needs, both today and tomorrow.

Development of:
• Comprehensive Financial Plans
• Investment Asset Allocations

I also offer additional services such as…
Strategies for:
• Protecting you and your family for today and tomorrow
• Reducing current income taxes
• Funding college education(s)
• Retirement Planning
• Estate Conservation
• Wealth Management

Analysis of:
• Current investment portfolio
• Insurance needs (e.g. life, disability, long-term care)

Business Services:
• Buy-Sell Purchase Protection
• Buy-Sell Disability Protection
• Retirement Plan Development and Installation
• Business Succession Planning
• Key Person Protection and Planning
• Group Benefits (e.g. Life, Disability, and Long Term Care)

I offer a wide variety of products and services that will help you achieve your financial goals:
• Tax Sheltered Annuities
• Mutual Funds
• Roth & Traditional IRAs
• Asset Management Accounts
• Annuities
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• Mortgage Protection (Through Life Insurance and Disability Income Insurance)
• SEPs, SIMPLEs, 403(b)s and 401(k) Plans
• Brokerage Accounts
• Payroll Deduction Plans
• IRA and/or TSA Consolidation/Rollovers

I have been a MetLife Financial Services Representative for over 8 years and have over 20 years of experience in the financial services industry.

I have been married for over 22 years to my best friend, Linda. We are raising three active sons DJ, Jeremy, and Christopher in Dover, NH. Our growing family has kept us in touch through many school, community and civic activities.