To Achieve Your Dreams, Plan Ahead
It’s about you. It’s about your future.
Our clients value our integrity and transparency. They want to work with an experienced professional. And, we are fiercely loyal to our clients. As a Certified Financial Planner™ fiduciary, Laughna Financial Planning acts in the best interests of clients. We are independent; we give you service without pressure.
Our Services
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Personal Financial Planning
It’s never too late to start planning. We can discuss your available options with you to align with your goals and lifestyle. Our ongoing support, adaptable to life changes, can include collaboration with professionals for estate planning and strategic tax advice.
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Employee Benefits
We simplify benefits packages, providing clear insights into retirement savings plans and executive compensation. Our goal is to help you maximize opportunities by aligning company benefits with your external assets for a comprehensive financial plan.
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Planning for Special Needs
Understanding available resources and planning for the individual’s future requires specialized experience. Plan for the long-term comfort of your special family member with Laughna Financial Planning.
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Charitable Giving
Gifting to charities and causes of your choice allows you to make a difference. Transform your goals into positive change with Laughna Financial Planning.
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Investment Management
Individuals differ in risk tolerances and time horizons. Our goal for you is to achieve growth and manage risk. We look at different asset classes and create a personalized plan that considers risks and has a realistic time frame.
About Us
To achieve realistic financial goals, you must have a trusted advisor with a solid plan to navigate the unexpected along the path. At Laughna Financial Planning, we are here to help you head in the right direction toward financial success. Our priority is you. We listen. We want to understand your current financial situation and the events that have led you to look for better.
At Laughna Financial Planning, your investments are managed with long-term objectives in mind. Estate planning attorneys and CPAs are included along the path to guide you with important decisions and actions. Charitable giving may be an important part of your financial planning, not only for the benefits it gives to others but also for strategies to help you meet your goals.
Ready to turn your dreams into reality? Start by planning ahead with Laughna Financial Planning.
Let's build a roadmap to your financial success together.