Welcome to
McLaughlin Asset Management, Inc.

Strategies for Wealth Accumulation,
Preservation & Distribution

 

 

As independent financial advisors working in a conflict-free environment, we are uniquely positioned to work solely in our clients' best interests providing

We believe our value is best delivered by becoming partners in our client's financial future as financial advisors and friends. Our most important asset is our long-standing relationships with our clients and we know we are only as successful as our clients are satisfied with our service.
 

WEALTH MANAGEMENT ACCOUNT ACCESS
 
 
Client Portal - access your personal wealth management website and document vault.
 
Performance Reporting - access your aggregate account performance reports.
 
Please contact Monica Lupinetti at ext. 14 if you would like assistance logging into your account.
 
 
 
 
 
 

 

                              

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

More Newsletters →