Financial Planning Services
On more than one occasion, clients have inquired about the availability of financial planning services here at McLaughlin Investment. Today I am happy to report that we are now able to provide support in this area.
We have added a more sophisticated calculator HERE which will provide you with simple basic means to personally determine if you are in position to meet your financial goals. Secondly, if you find that you would like additional guidance in reaching your retirement, education, insurance, and other financial goals through a more in-depth analysis, I would like to introduce Kathy Ohde whom I’ve been associated since 2001. Kathy has a variety of licenses for insurance and securities; and has already assisted a client of mine with her needs for financial planning.
As you know, Traci and I focus on growing your assets and streams of income in the hope that you won’t have to worry about money. Financial planning, however, can be an important part of the wealth building and preservation process. With Kathy’s background, she is better able to answer questions about your need for insurance, suggest action such as executing a trust to protect you from family disagreements or involving courts, etc.
If this service is of interest, you are welcome to contact us to arrange a meeting, or Kathy can be reached directly at 515-419-9181. Please be sure to call if this is of interest, or a concern.
Please consult with your personal attorney or accountant regarding tax or legal advice, as we do not provide these services directly.
Finally, if you know of anyone who needs to build assets and streams of income, we would like to show them how we go about the process. There is no cost or obligation and you can also direct them to our website at www.kevinmclaughlininvestment.com . Thank you for your business!
M. Kevin McLaughlin
Kathy has been involved in the insurance and securities business since 1992 and passed the state insurance exam in 1997. She then went on the following year to become licensed through the Financial Industry Regulatory Authority (FINRA) to sell stock, bonds and mutual funds.