William J. McLaughlin CFP®, CLU, ChFC
President and Founder
William ‘Bill’ McLaughlin, educator, accomplished author, CERTIFIED FINANCIAL PLANNER™ (CFP®), Financial Advisor at McLaughlin Wealth Management and President of McLaughlin Financial Group, has been helping area residents in all stages of life realize their retirement goals for 30 years. McLaughlin Wealth Management, based in Monmouth County, New Jersey, serves the tri-state area, providing comprehensive retirement and legacy planning services.
Since he began his career in the financial services industry, Bill’s goal has been to help clients retire with protected income, assets and legacies for their families. Now, almost three decades later, he has been able to help many clients retire comfortably, without concerns of depleting their retirement funds or falling victim to excessive taxes and fees that can quickly diminish retirement savings. As a wealth protection and preservation specialist, or “safe” money advocate, McLaughlin focuses on selecting investment strategies that are risk appropriate for the client and offer protection of the principal without hidden costs or future tax liabilities.
What separates McLaughlin Wealth Management from other firms is Bill’s approach to planning, derived from years of experience. He works at safeguarding funds that are earmarked for the retirement years with tax reduction methods, and by offering insurance to absorb some of the costs related to unplanned events such as a major illness, the need for extended medical care or an unexpected death in the family. Bill has committed himself to offering his clients and community a greater depth of knowledge on multidisciplinary planning. Bill’s interest in providing solutions and strategies for wealth accumulation, preservation and distribution have lead him to undertake professional training to earn the licenses and designations necessary to offering the best service available to his clients.
Bill and his wife and children live in Wall, NJ, where they enjoy the natural beauty of the New Jersey coastline. He is a graduate of Monmouth University with a Bachelor of Science degree in Business, as well as a member of the Monmouth University Gift Planning Committee. He obtained his CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC®) designations, and obtained his Series 7 and Series 63 securities licenses.
Kristin McLaughlin, CFP®
Kristin McLaughlin is an associate at McLaughlin Wealth Management. She graduated from Penn State with a degree in business, is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, and has obtained her Series 7, 66 and insurance licenses. Her emphasis is to always put the client first, cultivate relationships, and help clients achieve their goals through a holistic approach. Kristin lives in Freehold, NJ with her husband and dog, loves spending time with family and friends and enjoys cheering on the Penn State football team.