Preparing for your financial future can easily turn into an intimidating prospect, or one you just do not seem to "get around to." At Vaught & Associates Financial Services, we have over 40 years of combined financial services experience to assist your needs, and we will strive to turn intimidation and uncertainty into a comfortable knowledge for you and your family.
Your interest may be in planning for retirement, insuring your family's future, or simply preparing for the next big change. We will work with you as a person, not a number, to assure your money is where you need it, when you need it. As a member of the nation's largest independent broker/dealer*, clients receive professional service and support with their accounts, allowing you to focus on those things which matter most in life.
Your interest may be in planning for retirement, insuring your family's future, or simply preparing for the next big change. We will work with you as a person, not a number, to assure your money is where you need it, when you need it. As a member of the nation's largest independent broker/dealer*, clients receive professional service and support with their accounts, allowing you to focus on those things which matter most in life.
Services
There are many moving pieces to a comprehensive financial plan, and we understand that it may overwhelm some people. Our first priority in each meeting is to take the time to educate you about investing and long-term planning so that you are can make the best possible choices for your family's future.
Our clients have a wide variety of needs as they maneuver through a complex financial-services world. Each of our team members have their own unique strengths and experience, so as our client, you can expect to hear from all three of us. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Vaught & Associates assists its clients with a number of stages of life. Even if we do not offer the service that you are looking for, chances are that we are able to connect you with the right person. Some of our services are listed below. These are just some examples of conversations we can have in order to give you more confidence in your next steps.
The Vaught and Associates Financial Services team brings value to our clients by examining what is in the best interest of each individual client and what is most suitable for their unique individual or family financial goals. We as a team can proudly say we work diligently to put our clients' interests before our own.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Reviews (1)
Tim P.
Jul 05, 2018
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For over 10 years (and counting) Don has provided us with sound financial education and advice. He has always taken the time to understand our situation, to educate us on options, and to make sure we know what our eventual choices entail. I regularly recommend him to friends, and after our last meeting realized I should do the same on Google maps.
