Benefits of working with a CFP
Our independence is one of the values we provide our clients. We have the freedom and responsibility to seek out those investments to help you achieve your goals.
Services
Working with a CFP to create your financial plan will integrate the financial aspects of your life so that you have a clear plan to make those goals not just a drea, but a reality. Traditional IRA, Self-directed IRA, 401k & Trust Accounts.
Process/
Pricing
Our approach to guiding your savings includes diversification which involves different types of investments that form a complete portfolio. Various investments can moderate risk and higher possibility for earning a positive return.
As a fiduciary, I believe in true wealth management – offering financial planning and investment services in an integrated and comprehensive manner for the benefit of my clients.
Pinnacle Family Advisors, LLC is a Registered Investment Advisory Firm headquarted in Springfield, MO. Pinnacle offers comprehensive wealth management services to individuals, families and institutions. In addition, Pinnacle also offers separately managed accounts and portfolio management services.
About Michael Vaughn
Michael Vaughn, CFP is a financial advisor and Vice President at PFA. Michael joined Pinnacle Advisors in February of 2014.
Served clients with investment management and retirement planning at Wealth Management/The Mutual Fund Store for 14 years.
Earned his Certified Financial Planner designation in 2004.
Served 20 years in the Missouri National Guard, retiring in 2007 as a Major.
Graduated from Missouri State University in 1992 with a BS in Management.
Currently volunteers at various civic and philanthropic organizations.
Married to Lori and they have two daughters.
Is an elder at Hill City Church.
Pinnacle Family Advisors
620 W. Republic Rd, Suite 104
Springfield, MO 65807
Email Us
Phone: 417-351-2942
Pinnacle Family Advisors, LLC is a Registered Investment Advisory Firm headquartered in Springfield, MO.
