Our Services

Here are some situations our Clients find themselves in:

Thinking about saving for college
Thinking about saving for retirement
Navigating the death of a relative, spouse, or child
Looking for a second opinion on their retirement strategy
Wondering how to get started with investing
Purchasing insurance (life, long-term care, annuities, etc.)
Named as the executor of an estate and unsure where to begin
Seeking confidentiality from a trusted financial resource

      We assist our clients throughout all stages of life. In fact, we have worked with clients aged 3 months all the way to 103 years old. If we can't help you with your situation, odds are we can point you in the direction of someone who can. We don't charge clients for the first meeting, because we first want to make sure you're in the right office. If you need a tax professional or an estate attorney, we can refer you to our professional network that we have built relationships with during our years in the industry. Let's schedule our first meeting and determine whether we can be of help to you.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Don.Vaught@lpl.com   |  804-440-9114