About LAUGHNA FINANCIAL PLANNING LLC
LAUGHNA FINANCIAL PLANNING LLC is a reputable and experienced financial planning firm that caters to clients of all ages and backgrounds. With a team of skilled and knowledgeable advisors, they strive to provide personalized and comprehensive solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans tailored to each client’s unique goals and circumstances
- Offers investment management services to help clients grow and protect their wealth
- Provides ongoing support and guidance to ensure clients stay on track towards their goals
- Advises on retirement planning, tax planning, estate planning, and other financial matters
Facts and Insights
The following table provides some key information about LAUGHNA FINANCIAL PLANNING LLC:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
LAUGHNA FINANCIAL PLANNING LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- College planning
- Insurance planning
- Employee benefits planning
Client Types
LAUGHNA FINANCIAL PLANNING LLC serves clients from all walks of life, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- High-net-worth individuals
- Non-profit organizations
Fees & Compensation
LAUGHNA FINANCIAL PLANNING LLC believes in transparency when it comes to fees and compensation. They offer fee-only services, meaning they do not earn commissions from recommending financial products. Instead, clients pay a fee based on the assets under management or for specific financial planning services rendered.
Background
LAUGHNA FINANCIAL PLANNING LLC was founded by John Laughna, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. Along with his team of advisors, John has helped countless clients navigate complex financial situations and achieve their goals.
Financial Advisor Disclosures to Know
LAUGHNA FINANCIAL PLANNING LLC takes compliance and ethical standards very seriously. As such, they have no disciplinary actions or regulatory violations to disclose, ensuring clients can trust in their integrity and professionalism.