Expertise You Can Count On
Fred T. McLaughlin is a financial planning and wealth management expert who partners with individuals, families, foundations, and corporate clients in setting and meeting their financial goals. Fred has extensive industry knowledge and over 40 years experience in the financial services arena. Lee Ann Maloney is a Client Specialist with over 10 years industry experience.
Areas of Focus
- Wealth Accumulation and Preservation
- Comprehensive Financial Planning
- Executive Benefit Strategies & Plan Design
- Retirement Planning
- Estate & Gift Planning
- Education Planning
- Cash Management
- Insurance Strategies (Life, Health,and Disability)
- Stocks, Bonds, Mutual Funds & ETFs
Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
