McLaughlin Financial, LLC
Ever since the advent of the 401k and the IRA, you have become your own financial professional by default. It is you who determines how much to save, where to save it, and when to take it out. Generally, the days of working 30 years for an employer and then collecting a pension are gone. Don't you wish you could sit down with someone who you trust and is knowledgeable in the financial products that have the resources to put in place a financial plan for you? We at McLaughlin Financial, LLC pride ourselves on helping families, individuals and businesses accomplish their financial goals. Let's chat!
Our Services
A brief description of what we do. Click on the tab to make an appointment for a conversation on ZOOM if you wish to have a discussion in the comfort of your home or your workplace. It can be at any time that is convenient for you.
Retirement Planning
We all want to live a long, healthy, prosperous life. Our goal is to make sure you have a plan in place so no matter how long you live, you will continue to maintain the standard of living that you are accustomed to. That plan will look at tax-deferred vs. tax-free, traditional IRA vs. Roth IRA, and other tools to ensure your plan stays together when perhaps the markets don't.
Family Protection
What happens to my family if I die when my kids are young? What will my stay-at-home spouse do? How much insurance should I have? What type of insurance should I get? Should my spouse be insured? These are all daunting questions that a trustworthy individual at McLaughlin Financial, LLC can help you with.
Estate Planning
There are generally only three places to leave your wealth when you die: the government, your family, or a charity. An estate plan can help ensure that your wealth is transferred the way you wish. We can help make sure your assets go exactly where you want them to go at the end of your life.
Financial Advising
Congratulations on your promotion. "Huh", you say? When the government created the IRAs and 401Ks, they, by default, put you in charge of your retirement. Let us help you manage your wealth. We have over 35 years of experience on Wall Street and can help you make the right financial decisions.
Succession and Benefits Planning
Most businesses evolve through four distinct stages: Start-up, Growth, Maturity and Transfer; each stage presenting a unique set of challenges. McLaughlin Financial, LLC can collaborate with you to address those challenges and guide you as you take your business to the next level. Whether your priority is to provide valuable employee benefits, retain a key person or protect the business from the unexpected, we offer solutions for small to mid-size businesses in a vast array of industries.
Ready to find out more?
-
Let us take a look at your finances and produce a complimentary financial report showing your strengths and weaknesses.
​
-
If you're just starting a family, let us talk to you about the best way to protect them while efficiently saving for the future.
​
-
If you're within 10 years of retirement, let's talk about a plan to help ensure you have a steady cash flow in retirement.
​
-
Long-term care is one of the greatest risks in retirement, let's talk about possible solutions for you.