About the Firm

Robert McLaughlin offers independent financial planning and advice in areas such as: investment planning, risk management, college funding, retirement planning, and estate conservation.


Our services are designed to help you answer the following questions:
 

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?