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THE BUZZ BWC’s Dana McLaughlin has


been Awarded the Registered Life Planner® Designation


T


he Kinder Institute of Life Planning has an- nounced that Dana McLaughlin, Senior Wealth Advisor with Beirne Wealth Consulting Services, LLC (“BWC”), has earned the exclusive Registered Life Planner (“RLP®”) designation. Earn- ing this dedication requires a strong commitment to the fi nancial planning profession, completion of a


fi ve-day residential training program, and a six-month practicum involving peer review with mentor coaching and supervision.


George Kinder is the founder of the Life Planning movement, a visionary concept that seeks to fi nd ways to help people discover and understand their core life values. Values – not just dollars – must be the true focus of fi nancial planning. From the Kinder website, Life Planning is “Financial Advising That Changes Lives”. Financial advisors are uniquely placed to help people fulfi ll their most deeply held goals, because they alone know how to put the fi nancial elements in place to make dreams happen.


Dana agrees wholeheartedly with this concept. She believes, “If you can be open to greater possibilities and are willing to realign your focus with an ignited personal vision, then the highest level of fulfi llment can be well within reach.” Unlike a traditional fi nancial advisor, Dana focuses on helping clients achieve a sense of fi nancial wellbeing by helping them articulate their visionary life goals and connect those goals with their fi nancial life regu- larly. Her creative and truly holistic approach involves assessing all aspects of a client’s fi nancial life - including the visionary component. She works with executives, business owners, retirees, professional women and other high net-worth individuals all over the country.


At BWC, Dana applies the fi nancial life planning skills and methodologies taught by the Kinder Institute to the fi rm’s practice of fi nancial planning. Areas of expertise include fi nancial life plan- ning, investments, fi nancial organization, customized fi nancial planning with leading software technology, retirement planning, advanced cash-fl ow planning, life insurance, long-term care, trust asset management, and estate planning strategies.


Dana McLaughlin graduated from Northeastern University with a bachelor’s degree in Finance & Insurance with Summa Cum Laude honors. In 2005, Dana started her advisory practice with the investment fi rm A.G. Edwards in Wilton, CT known today as Wells Fargo Advisors. In 2013, she moved her practice to join with BWC, now based in Fairfi eld County. In addition to the RLP®, Dana has also received the Certifi ed Financial Planner® certifi cation in 2012, recognized as the standard for excellence for personal fi nancial planning, as well as the Certifi ed 401(K) Profes- sional® and Accredited Asset Management Specialist® designa- tions. See ad on this page.


Invite Vision And Clarity To Your Financial Life


Dream. Plan. Invest. Live.


Holistic Financial Planning & Customized Investment Solutions Learn More


Dana McLaughlin, CFP®, C(k)P® Senior Wealth Advisor


Beirne Wealth Consulting, LLC 203.951.0306


DMcLaughlin@beirnewealth.com www.beirnewealth.com


About Beirne Wealth Consulting Services, LLC At BWC, outcomes matter and trust is earned. The RLP® program is an example of Dana's and BWC's commitment to providing pru- dent and forward-thinking advice to our private and institutional clients. BWC is a growing, privately owned, SEC Registered Invest- ment Advisor with over $2 billion in assets under management and 24 employees in Connecticut, Pennsylvania and Florida. BWC provides independent, fee-based investment management services and customized fi nancial planning solutions. Our institutional busi- ness provides consulting expertise to defi ned benefi t and defi ned contribution plans, endowments, foundations and non-profi t organizations. Our private clients include high net-worth individu- als and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at (203) 701-8606 or mail BWCTeam@BeirneWealth. com. © 2017 Beirne Wealth Consulting Services, LLC (BWC). All rights reserved.


8 Natural Nutmeg - September 2017


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