Optimizing Tax Efficiency and Managing Investment Strategies

Focused on Portfolio Optimization

Bryan McLaughlin plays a key role in the Financial Services of America team, focusing on the research and implementation of portfolio recommendations. His comprehensive approach helps ensure that every client’s portfolio aligns with their financial goals and priorities.

Licenses and Expertise 

Bryan holds his Series 65 securities license and serves as an Investment Adviser Representative through FSA Advisors. In addition, he maintains Life, Property & Casualty insurance licenses in the State of Michigan, allowing him to offer a well-rounded perspective on financial and risk management.

Life Beyond the Office

Outside of work, Bryan enjoys spending quality time with his wife, Beth, and their three children. A passionate golfer and outdoor enthusiast, he loves exploring the natural beauty of Northern Michigan and engaging in various outdoor activities with his family.

Why Clients Trust Bryan 

Bryan brings a detailed, personalized approach to portfolio strategy design, drawing on extensive experience to support clients in navigating their financial planning decisions. His dedication to aligning investment strategies with tax-efficient and risk-conscious principles provides clients with confidence.

A Note from Bryan:

“My goal is to help clients achieve their financial aspirations through thoughtful, tax-efficient strategies. I’m here to simplify the complexities of investing and help ensure that every plan is built with care and precision.”