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357 Del Sol East, Covington, LA 70433

985-302-5073
team@mcloughlinfinancial.com
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Comfortable retirement means freedom to choose your lifestyle.

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Having an advisor you can trust can give you confidence that you're on your way to live your life the way you want.

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Helping you take the path toward financial freedom.

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Relax and enjoy life knowing that we are here for you.

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We’re a father-daughter advisory team that helps people who’ve built meaningful wealth organize their financial lives and make confident decisions across investments, taxes, and legacy.


Who We Are

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What We Do

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Who We Do It For

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How We Do It

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
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MEET OUR TEAM

Charles H. McLoughlin

Charles H. McLoughlin

Financial Advisor

Charlotte M. Guinot, CRPC®

Charlotte M. Guinot, CRPC®

Financial Advisor

Lisa Ayo McLoughlin

Lisa Ayo McLoughlin

Executive Assistant

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