First Financial Planners

First Financial Planners is an independent tax and financial planning firm founded and owned by David Gagnon, a CPA with more than four decades of experience. The firm handles income planning, investment management, tax planning, Social Security timing, and long-term care planning, and it also works on tax deferred strategies for people selling a business or a highly appreciated asset. David's background includes estate and succession planning for business owners and college planning.

David meets clients in person at the Madison office, and a complimentary consultation is the usual first step, booked through the website or by phone. He also hosts the Mastering Your Wealth Radio show on WICC 600AM on Saturday mornings and a related podcast on retirement topics. Investment advisory services are offered through Retirement Wealth Advisors Inc., a separate registered investment advisor that is not affiliated with the firm.