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Do you have

PREDICTABLE

Retirement Income?

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Curiosity

My name is Brian Vaughn.    

I wonder what it's like to be you.   I want to know what matters most to you.  

Empathy

Imagine meeting your primary care physician for the first time.  Did you feel like they were listening to you?  Did you feel like they were committed to partnering with you to protect and enhance your health?  Did you feel like they really cared about you?

 

After meeting with me, I want you to feel like you were heard, and that you’ve found a partner in your long-term financial health.

Process

As with most relationships, communication improves over time.  I am committed to continually enhancing the quality of my financial consultation relationships.

 

We make it easy to enroll in the relationship and begin working together making good decisions that protect and enhance your long-term financial health.

Empathy
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Case Study

Using an Indexed Universal Life (IUL) strategy

to put "guardrails" on the growth of your savings

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Risk



Retirement
 Roller Coaster 

If your savings are in traditional investments, it’s probably been a pretty wild ride, and the future remains uncertain.

 

Learn how an indexing strategy allows you to step off the market rollercoaster, and onto a much smoother (and less stomach-churning) ride.

Tax Diversification
Stocks

Is an INSURED RETIREMENT PLAN
   right for you?

Brian talks about the pros and cons 

How We Bring You Value

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COLLEGE FOR THE KIDS

Listen as Brian explains college funding strategies that can compliment or replace 529 plans.

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MORTGAGE SOLUTIONS

When financing a home purchase, is it best to make the largest possible down-payment? 

Not necessarily. 

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LONG-TERM CARE PLAN

The costs to care for chronic illness or disability can undermine your retirement. Brian can help you make sure you are financially prepared for it.

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RETIREMENT CALCULATOR

So...just how much money do you actually need to save each month so you can be ready for retirement?

FREE Tools

Contact
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