Save today, take steps towards a worry-free tomorrow

At McLaughlin Financial, we empower our clients to navigate the intricate landscape of investments with confidence. As a devout student of market history, I understand the importance of preserving and growing your wealth for a comfortable future. Trust us to be your steadfast partner in your investment journey.

My Approach

I understand the fear of outliving your retirement savings all too well. My top priority is safeguarding your nest egg and employing proactive strategies to help mitigate risks and maximize returns. A severe market correction could wipe out a lifetime of savings – we know this. With more than three decades of experience on Wall Street behind me, I strive to craft personalized investment plans tailored to my clients’ unique financial goals. Additionally, I can provide customized debt management recommendations to seamlessly integrate into your investment strategy.

Problem

Any good action plan begins with identifying the problem. Whether that be the challenge of staying ahead of market volatility or feeling unsure of how to optimize your investment strategy – let’s begin by addressing your concerns.

Solution

When we’ve determined your investment goals and aspirations, we can then provide personalized advice and strategies tailored to your goals and risk tolerance. Our solutions-first approach centers on proactive investment management.

Preparation

Through diligent research and continuous monitoring of market trends, we remain vigilant in preparing your portfolio to seize opportunities and mitigate risks. Meticulous attention to detail allows us to adapt swiftly to the ever-changing market and keep your goals on track.

Taxes Matter

A balanced, diversified portfolio includes a combination of tax-advantaged, after tax, and fully taxable investment vehicles and investment accounts.  An IRA or 401K that is subject to higher taxes in the future has a direct impact on the amount of money able to be withdrawn in retirement.

Opportunity

With our hands-on approach to investment management, we can unlock the full potential of your portfolio. By staying ahead of the curve and capitalizing on market shifts, we can empower you to secure the retirement you’ve longed for.

About Courtney

Courtney attended the Questrom School of Business at Boston University where he earned his BS in Finance and MS in Management Information Systems. In 1985, Courtney worked at Lehman Brothers where he was the first person on Wall Street to fully automate the Value Line Stock Index Basket Arbitrage. In 1999, Courtney began a long-term career running a foreign exchange business that aided investment banking clients hedge out their foreign exchange risk. In 2020, Courtney decided to pursue a new path that allowed him to share his expertise with others – creating McLaughlin Financial, LLC. Courtney holds FINRA Series 7, 24, 63, and 65 licenses, and is a Retirement Income Certified Planner (RICP).

With over 35 years of Wall Street experience, Courtney now shares the knowledge he’s gained to help others achieve after tax retirement income, avoid stock market risks, and work towards the goal of not outliving their money. Additionally, he teaches Business Ethics at Bayside College and works with prisoners to help them rebuild their lives. Courtney’s approach is rooted in what he has learned through his years in the industry, and he enjoys being able to pass along that knowledge and make a difference in people’s lives. Courtney lives by the verse “Much is given, much is required” and tries to weave it into all facets of his life.

Check the background of investment professionals on FINRA’s BrokerCheck.

My Inspiration

I am often asked about how I got into the financial industry, and I am proud to say that I owe it to my father. My father was a World War II Vet, and served as a coxswain on Omaha Beach in the Invasion of Normandy during WWII.  After his time in the service, my dad went on to attend St Michael’s College in Vermont on the G.I. Bill.

His dream was to get involved in the financial industry, but he ultimately ended up becoming a welder at Pratt & Whitney where he was employed for his entire working life. While he never worked in the world of finance, he inspired a passion for it in me from a young age. My father sat down with me regularly to discuss the financial markets and teach me everything he knew about stocks. The knowledge that he shared ignited a spark; and now one generation later, his dream has come true through me.

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4113 Shady Foxtail Court
Sarasota, FL 34240


McLaughlin Financial, LLC

4113 Shady Foxtail Court
Sarasota, FL 34240 |  (609) 647- 3226
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McLaughlin Financial, LLC