We’re Never Too Busy to Help Someone You Care About
By Michael Vaughn, CFP®
If asked to list the most important things in your life, you’ll likely respond with family, or maybe health or a sense of purpose. Although money may not top your list, its importance should not be underestimated; it affects every part of your life and can give you the security and stability that positively impacts the things that matter most. But because of its far-reaching impact, managing money often leads to stress and worry. That’s why a financial advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing objective counsel.
But how do you find an advisor you can trust and with whom you’ll want to work for the long haul? We at Pinnacle Family Advisors understand this can be an overwhelming and intimidating process. Trusting someone with your hard-earned money is not a decision you take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to let us in on their financial journey.
We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.
The Pinnacle Family Advisors Difference
We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe so many people have referred others to us for a few different reasons:
- A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why we create a plan focused on your financial goals. We take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
- A long-term commitment. We recognize that financial planning and investing is not a static process since life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the financial service resources and continuous management necessary to keep you always working toward your goals.
- A dedicated team. With a diverse team of seasoned professionals who maintain a high-touch and personalized experience, we strive to help our clients simplify complex decisions about their money. With a dedicated team of professionals on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.
The People We Serve Best
We at Pinnacle Family Advisors desire to partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. Because we like to form trusted and close relationships with our clients, we strive to work with people whom we believe we can best serve, from working professionals and executives to business owners and retirees. While they come from a variety of backgrounds and professions, they want to delegate their financial matters to a professional they can trust so they can simplify and focus on what’s important.
Do You Know Someone Who Could Benefit From Our Services?
Not only do we want to take financial matters off already full plates, but we value providing personalized attention and care to each of our clients—as well as their loved ones. In fact, this is one of the reasons we work with a select number of clients! We’re here to help when you have questions about your portfolio or strategies, or when you experience a new life milestone. And if you know anyone else who has questions or needs unbiased advice, we’re never too busy to help.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Consider sending this article to them, and if they’re interested in partnering with us, they can schedule their complimentary introductory meeting by emailing me at [email protected], calling (417) 351-2942, or using my online calendar.
Michael Vaughn is a Certified Financial Planner™ (CFP®) and Vice President at Pinnacle Family Advisors (PFA) with 20 years of industry experience. Before joining the PFA family, he served clients with investment management and retirement planning at The Mutual Fund Store for 14 years. Michael graduated from Missouri State University with a bachelor’s degree in business administration and management and earned his CFP® designation in 2004. He also served 20 years in the Missouri National Guard, retiring in 2007 as a Major. He currently volunteers on the board of directors for Good Dads and Fellowship of Christian Athletes. Michael is married to Lori and they have two daughters. To learn more about Michael, connect with him on LinkedIn.