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McLoughlin Financial LLC
McLoughlin Financial LLC
McLoughlin Financial LLC Financial Advisor
https://www.mcloughlinfinancial.com/ 985-302-5073

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Who We Are

"Advisors work with AssetMark because we share a common mission: making a difference in the lives of investors. We believe that independent financial advisors who have a deep understanding of their communities and put the needs of investors first provide the best path for investors to achieve their long-term financial goals.  

Our platform enables advisors to outsource high-cost and specialty services that would otherwise require significant investments of time and money. We provide an end-to-end experience, spanning nearly all elements of an advisor’s engagement with their client—from initial conversations to ongoing financial planning discussions, including performance reporting and billing. "

*Visit https://www.assetmark.com/who-we-are for more information.

History & timeline

"In 1905, a group of Fort Wayne business leaders came together to create a life insurance company based on dependability, honesty and service. Named after our nation’s greatest leader, our company has excelled for over a century at turning challenges into new opportunities for growth and protection—for Americans and America.

Today, as Lincoln Financial Group, we’re a well-recognized family of companies steeped in our namesake’s ideals. We work together with financial professionals, employers and organizations to help individuals and families confidently plan their financial futures and protect their loved ones."

*Visit https://www.lfg.com/public/aboutus/companyoverview for more information.

"Why Choose Franklin Templeton?

Successful investing begins with ambition. And achievement only comes when you reach for it. So we never settle. We continually strive to deliver better outcomes for investors. No matter what your goals are, our deep, global investment expertise allows us to offer solutions that can help. During our more than 70 years of experience, we've managed through all kinds of markets-up, down and everything in between. And we're always preparing for what may come next. It's because of this, combined with our strength as one of the world's largest asset managers, that we've earned the trust of millions of investors around the world."



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