Our Services

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. We offer some key services at Vaught & Associates, and they are:

  • Retirement Planning
  • College Saving
  • Wealth Management
  • Financial Planning
  • Financial Consultant

Below is a brief list of the situations clients have experienced before coming to our office:

  • Thinking about saving for college
  • Thinking about saving for retirement
  • Looking for a second opinion on their retirement strategy
  • New investors unsure how to begin
  • Exploring different investment options than are offered by their employer
  • Purchasing insurance (life, long-term care, annuities, etc.)
  • Employers looking to offer their employees retirement or insurance benefits
  • Death of a relative, spouse, or child
  • Named as the executor of an estate and unsure where to begin
  • Investors seeking confidentiality from a trusted financial resource
  • Visual thinkers looking for a detailed projection of their retirement strategy

These are just some examples of conversations we can have in order to give you more confidence in your next steps. No matter your stage in life, we are here to help you.