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As financial professionals, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
I chose to go into this profession out a sincere desire to assist individuals/ families who want to secure their financial future and protect their dreams. This is why:
After working in the agricultural industry most of my life I decided that it was time to make a career change. Constantly dealing in commodities in agriculture, I found that I had an interest in the marketplace and finance. Finance seemed like a natural fit.
I took the steps required to become an active financial advisor, obtaining all the necessary licenses I required. Enthusiastic and fresh I stepped into my new role!
As I gained experience and became more aware of the industry, I only became more determined. So many people were provided with products at high costs, people were not being provided with the products and service they really NEEDED.
To achieve mutual success I believe:
I succeed only if my client succeeds. So my philosophy is "If it's not broken then don't fix it!". If you have been provided great planning then I will advise you to keep to that plan even if that means a continued relationship with your current advisor.
I find clients to have a general lack of understanding on how products work. I have made it my mission to change this. Clients need and want someone who will not only advise them but educate and guide them through the planning process. You should never have an overwhelming feeling that the information you are being given is fragmented, complicated or lacks any form of commitment to service a continuing relationship. If you do feel overwhelmed or confused chances are you should do more research, get a second opinion, ask for a better explanation, or stay away from the product altogether.
Together you and I will create a working financial needs analysis, giving you clear directions towards your financial objectives. I will attend to the meticulous details often overlooked, clarify objectives, and give you a true understanding of the options available to you.
At McLaughlin Financial Group we work hard to earn your trust. We carefully consider your needs, goals and dreams in order to help you achieve them. Let us help you grow your future.
*Trevor Witteveen is associated with McLaughlin Financial Group and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
*Evan Hoffele is associated with McLaughlin Financial Group and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.