I believe everyone deserves quality, professional financial advice regardless of your age or your assets. I believe that those who are currently living life, paying bills and trying to save will benefit the most from our services. It is my Mission to provide the Tools, the Education and the Assistance with the heavy lifting that leads to my clients' successful implementation and management of their financial plan. I have been active in the financial services industry since 1983, providing services to individuals, families, small business owners and their employees. As a Financial Life Planner it is my belief that everyone deserves "TRUE" Wealth Management. What I mean by this is as follows: I promise to deliver a full range of financial services and products to clients in a consultative way. By being consultative, I can be truly client-centered. As a wealth management advisor, I meet clients without any presupposition about what financial products or services are appropriate for that individual. My overriding objective is to understand the person and find out what's important and why. Then I am able to advise, provide and deliver the suitable financial products, services and solutions that can be implemented with success while allowing for flexibility in the future. It's about YOU. YOUR Life, YOUR Plan, YOUR Wealth. Together, We'll Get YOU There! DAMcLaughlin