The McNaughton Wealth Management Financial Planning Process is absolutely what distinguishes and separates us from a standard financial advisory firm or an online investment company. We are one of the rare financial advisory firms that do completely thorough and on-going personalized financial planning.
We understand life changes, careers change, families change, and we are diligent in making sure our clients stay on track during and after these changes.
We operate as a readily available team. We are a resource to our clients with a wide range of questions or concerns; from a simple call to clarify a home loan refinance or a 401k review, or to discuss a new investment opportunity or financial goal, to a more complex estate and tax planning meeting. We are here and we pride ourselves in being the most comprehensive resource for our clients.