Favorite Financial Planner
Thank you to all of Burleson, clients, and friends for voting me as Burleson’s Favorite Financial Planner. It is truly an honor. A little about me personally; My daughter, Sheridan, and I have lived in Burleson for 17 years. I have been active in Burleson Parent Teacher Organization, Burleson booster clubs, and coaching basketball for Burleson Youth Association. In 1998, I founded Spirit of Hope Foundation, Inc., a 501C charity for local less fortunate children. For over 24 years we provided shoes, clothes, school supplies, and Christmas to over 10,000 kids. I enjoy spending quality time with my daughter, playing golf, having dinner with friends, and walking my dogs.
About me professionally; I started a financial services career with New York Life and NYLIFE Securities in 2002. McLaughlin Insurance and Financial Strategies was formed a few years later. My firm is experienced in 401K Rollovers, Retirement Planning, Income Solutions, Insurance Planning and Reviews, and Client Relationships. We work with a variety of investors. From those looking for market driven investments, to those seeking high yield returns with little or no risk. In my over 20 years of financial planning, I have never seen interest rates this high. Many clients are taking advantage and locking these rates in now. Call or email me today to schedule a free review, no pressure meeting to discuss your options.
Thank you again for voting me as your Favorite Financial Planner!
McLaughlin Insurance and Financial Strategies
Licensed Agent, New York Life Insurance Company
Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company 12201 Merit Dr. Suite 1000 Dallas, TX 75251