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.
Case Study
Using an Indexed Universal Life (IUL) strategy
to put "guardrails" on the growth of your savings
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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.
Lower Taxes
In Retirement
In this quick video Brian Vaughn highlights the importance of making decisions today that will reduce your income taxes in retirement, thereby enhancing your spending power.
How We Bring You Value
Consulting
COLLEGE FOR THE KIDS
Listen as Brian explains college funding strategies that can compliment or replace 529 plans.
Consulting
MORTGAGE SOLUTIONS
When financing a home purchase, is it best to make the largest possible down-payment?
Not necessarily.
Consulting
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.
Consulting
RETIREMENT CALCULATOR
So...just how much money do you actually need to save each month so you can be ready for retirement?
