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   "TOGETHER WE CAN PURSUE YOUR GOALS"
"RETIRE ON YOUR TERMS"

Patrick J. McLaughlin, MBA

Karin Owens, CFP®

Wealth & Retirement Advisors

2377 Gold Meadow Way

Gold River, CA 95670

 Customer Relations Summary          Best Interest Summary Disclosure

Securities offered through First Allied Securities, Inc. a registered broker/dealer, member:| FINRA/SIPC.

Advisory services offered through First Allied Advisory Services, a registered investment adviser. 

Tax free Municipal Bonds, Gold River, Sacramento, El Dorado Hills, Cameron Park, McLaughlin Wealth Advisor, Tax Free Municipal Bonds,Retirement Income, El Dorado Hills,

Gold River, Granite Bay, Sacramento, Cameron Park, Tax Free Municipal Bonds, Retirement Income,  Gold River, Tax Free Income,   5170 Golden Foothill Parkway, Ell Dorado Hills CA 95762

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El Dorado Hills, Cameron Park, Folsom, Granite Bay, El Dorado Hills, McLaughlin Wealth Advisor Manager, Cameron Park, Tax Free Municipal Bonds, Retirement Income, El Dorado Hills, McLaughlin Wealth Advisor

 
 
DISCIPLINED ADVICE:

Investment strategies are based on the principle that it is more important to manage against losing money than it is to reach for extra return.  The secret to long-term out performance is to work toward avoiding lower lows, not necessarily achieving the highest highs.
INDEPENDENT ADVANTAGE:

Independent financial advisors enjoy the freedom to shape their business and make decisions based solely on each client’s specific needs. They have the autonomy to offer clients the most suitable options to address their financial goals without being constrained by proprietary products or corporate agendas. 
PERSONAL TOUCH:

Objective investment advice with the highest level of personal service.  Your interests and concerns are always placed first.   With guidance and support, we can help translate investment dollars into the attainment of lifelong goals and dreams.
 

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Managing Assets in Retirement:

Will you or do you rely on your investments to support you in retirement? Is your current investment strategy meeting your retirement needs? Retirement costs are increasing rapidly as medical breakthroughs and active lifestyles enable people to live longer.

We will consider longevity, cash flow requirements, the needs of the next generation, and other factors that can affect your retirement savings.  Together we will assess your desired lifestyle and income needs.

 

We will build and manage a portfolio to accommodate your needs while striving to preserve your assets and manage market risk.

SERVICES

Building Your Wealth:

Whether you are just beginning or late in your career, we can work together to design a plan that will allow you to build wealth and pursue your retirement goals.

After we have defined your financial goals and desired lifestyle in retirement,  we can develop a strategy to pursue your objective. 


We will build and manage a portfolio designed to grow your assets over the long term while striving to manage market risk.

 

Tax free Municipal Bonds, Gold River, Sacramento, El Dorado Hills, Cameron Park, McLaughlin Wealth Advisor, Tax Free Municipal Bonds,Retirement Income, El Dorado Hills,

Gold River, Granite Bay, Sacramento, Cameron Park, Tax Free Municipal Bonds, Retirement Income,  Gold River, Tax Free Income,  5170 Golden Foothill Parkway, Ell Dorado Hills CA 95762

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Patrick J. McLaughlin, MBA

ABOUT US

Patrick has over two decades of experience with education based financial planning and investment management of client assets.  As a fiduciary, Patrick's  operates with the highest level of integrity and transparency.

Patrick  is a Registered Securities Principal,  Investment Advisor Representative and holds an Investment  Management Consultant Certification.  In addition, Patrick is a CRTP Tax Professional registered with the California Tax Education Council (CTEC). Patrick also holds a  Bachelor of Science and  Master of Business Administration with Concentration's in Finance.

Patrick has been married for 32 year with five beautiful daughters and understands the challenges faced with balancing financial demands and planning for the future.

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Karin Owens, CFP®

Karin has forty years of experience with comprehensive financial planning and investment management of client assets.  It is Karin’s goal to listen and patiently understand her client’s concerns and empower them with education and solutions that address their financial goals.

Karin is a Certified Financial Planner CFP® and must meet the highest fiduciary standard in the Financial Services Industry.  In addition, She holds Master’s Degree in Counseling from the University of San Francisco.

Karin understands the many challenges that individuals face in life and it is her passion to provide her clients with the tools and information needed to face those challenges head on.  Karin has been married for 35 years and is a proud parent of her two grown sons.

Tax free Municipal Bonds, Gold River, Sacramento, El Dorado Hills, Cameron Park, McLaughlin Wealth Advisor, Tax Free Municipal Bonds,Retirement Income, El Dorado Hills,

Gold River, Granite Bay, Sacramento, Cameron Park, Tax Free Municipal Bonds, Retirement Income,  Gold River, Tax Free Income

 
 

Retirement isn’t the end of the road, but just a turn in the road.

 

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CONTACT US

Gold River 916-895-6111

Sacramento  916-484-3800

2377 Gold Meadow Way, Suite 100

Gold River, CA 95670

1817 Maryal Drive, Suite 200

Sacramento, CA 95864