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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.

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.
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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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