Professional Expertise
For Your Life

Laughna Financial Planning is dedicated to helping you navigate your journey with confidence and assurance. After discussing your goals, concerns, and financial situation, you will receive a plan that aligns with your lifestyle, aspirations, and financial capabilities, setting the path for you to attain your goals and financial independence. Financial planning for your situation is ongoing and may be adapted for changes in your life through the years. We work with estate planning attorneys and CPAs to create plans that ensure your estate wishes are carried out and you receive strategic tax planning.

We translate benefits packages from their often-complex wording into easy-to-understand discussions. We’ll guide you through retirement savings plans, executive compensation packages, and other employee benefits. We’ll discuss the pros and cons of each and work with you to maximize opportunities. And, by analyzing company benefits with your outside assets, Laughna Financial Planning can help you fit the pieces of the puzzle to better complete your plan.

Caring for a loved one with special needs requires thoughtful, comprehensive planning. At Laughna Financial Planning, our unique vantage point allows us to create specialized financial strategies that address the unique challenges families face. We work tirelessly to address the resources available to ensure long-term comfort and financial support for your special family member.

Laughna Financial Planning listens to donors’ charitable goals and discusses ways to give. We then work with them to accomplish positive change, whether in the local community or worldwide. We often serve as a point of contact for direct contributions to charities and donor-advised funds. We can help you learn about the options available for you to set a plan that makes a difference for others and delivers tax benefits, as well.

There are a variety of ways to make money in the markets; each carrying some form of risk. Each investor needs a plan that includes the likelihood of success and a realistic time frame. This includes maximizing tax efficiency and minimizing costs. We’ll review savings and investment vehicles available to you and how saving and spending decisions made now impact your projected retirement cash flow.