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Our Process

Wealth Management Process

Our team specializes in overseeing and coordinating the many different facets of your financial life. As a client of McLaughlin Financial Group, you will be guided through a disciplined wealth management process that includes:

  • Identifying what is important in your life and helping you prioritize your financial goals
  • Coordinating all of your financial affairs with your outside advisors by integrating their solutions for wills, mortgages, insurance, and tax strategies into your overall plan
  • Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance, and investment time horizon
  • Monitoring results, reviewing changes in your circumstances, and adjusting your investment strategy as necessary based on your situation
In addition, we assess your full balance sheet and offer deep expertise in crucial areas of wealth management. This includes portfolio construction and asset allocation, savings strategies, retirement income planning, education funding, tax-efficient investing strategies and liability management.

This information is intended for use only by residents of (CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence. Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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