My name is Frank McLaughlin. Growing up, my family did everything together — but my parents missed out on financial opportunities that could have made a real difference for them in their older years. I became a CERTIFIED FINANCIAL PLANNER™ professional because I believe that nobody should have to ...more

My name is Frank McLaughlin. Growing up, my family did everything together — but my parents missed out on financial opportunities that could have made a real difference for them in their older years. I became a CERTIFIED FINANCIAL PLANNER™ professional because I believe that nobody should have to choose between having sound financial strategies and living a life. Today, the planning work that I do gives families clarity. Sometimes, it’s about knowing that they are on track toward achieving their financial goals. Other times, it’s about making changes in a purposeful and intentional way. I also manage investments and help prepare my clients for the next phase of their lives, so that they get to spend time (and money) doing what matters most to them. I especially enjoy helping hard-working people prepare for and overcome the emotional aspects of transitioning to retirement. One might imagine that shifting to a life where work is optional should be easy — but I have seen, time and again, that it can require a big adjustment. By making the right tax decisions and developing healthy spending habits, I empower my clients to make the most of their nest eggs. Whether my clients intend to travel or spend more time with their loved ones, I always look for a way to make it possible. During my free time, I enjoy everything the beautiful city of Seattle offers along with my wife and our golden retriever, Jet. We also enjoy exploring the surrounding nature and greenery that's abundantly present here in the Pacific Northwest. If you're interested in scheduling an introductory meeting, copy and paste this into your browser: https://calendly.com/frankmclaughlin/free-15-minute-introductory-callless