Jeff Laughlin (CFP®, MBA)
Jeff Laughlin focuses in the
following client markets or areas of practice:
- Business Owners
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
- Client goals and objectives drive investment recommendations
- Academically structured portfolio models
- Annual financial plan and portfolio review
- Non-portfolio financial advice
- Recommendations on non-managed assets
Additional Information
We are an independent Fee-Only (no commissions) financial planning and investment advisory firm.
In 2006, Jack White transformed Fidelis Financial Planning from an existing Fee-Based practice into the first Fee-Only® Registered Investment Advisory firm in St. Charles, MO. In January 2011, Jeff Laughlin joined Fidelis as a planner and became Jack’s full partner in the firm by April 2012.
NAPFA Start Date
January 14, 2013