What I Do And How I Can Help
What financial challenges do you face right now? Maybe it’s balancing investing for the future while minimizing taxes. Or possibly growing a business while also providing for your family. Or maybe you know you need to prepare for retirement, but you just don’t know where to start. I get it. After 20 years in this industry, I’ve seen the full gamut of fears, concerns, and questions people have about their finances.
That’s why my goal is to help you take the mystery out of preparing for today and tomorrow. Whatever unique challenges you face, we can help you address the needs you have right now while also looking ahead to your dreams of the future.
What I Do
As a CERTIFIED FINANCIAL PLANNER™ with Pinnacle Family Advisors, an independent Registered Investment Advisory firm, I spend my days helping my clients manage their investments and meet their financial goals. It sounds simple on paper, but as anyone who’s tried to take control of their finances knows, managing money can be stressful and a burden. That’s why I’m here. I strive to bring more freedom to my clients’ lives, giving them the opportunity to focus on the big picture of their lives and invest in the things that are important to them. I make sure their wealth works for them, not the other way around.
What I Offer
Your financial situation and your life are different than anyone else’s. That means you need a plan that is different too. By taking stock of your unique circumstances, dreams, and needs, I work with you to create a customized, realistic financial plan that will get you from point A to point B. I closely monitor your plan and your progress to make sure it accounts for all your wants and needs while prioritizing your goals. Whether it’s creating a retirement income plan or setting up an estate plan, I provide a robust menu of services and collaborate with other professionals in an effort to bring you the best service possible.
While I serve a diverse range of clients, they have a few things in common. Most are down-to-earth, middle-class people who want someone they can trust to help them with this important part of their life. They want to feel heard and understood and have someone in their corner no matter what life throws at them. Many of my clients live a faith-based lifestyle and are actively involved in their churches, which brings a strong sense of community values and support to their lives. I also specialize in helping small businesses optimize their finances and design a path to a successful future.
Why Clients Choose To Work With Me
There are plenty of financial advisors to choose from, but I believe that my clients choose to work with me because I serve as their advocate. All my services are fee-based, which I’ve found enables my clients to trust my objectivity and know what to expect. I act as a guide, empowering them with knowledge so they can make the best decisions for their life. My approach is intended to create true peace of mind, and you can’t find that just anywhere.
My Goal For You
My services, process, and personalized touch all come back to one goal: to help you live out your retirement years with confidence that comes from a plan and life well lived. If you’re ready to work with a financial advisor who cares more about you than just your money, schedule a complimentary introductory meeting by emailing me at email@example.com, calling (417) 351-2942, or contacting me online to see if we are the right fit.
Michael Vaughn is a Certified Financial Planner™ (CFP®) and Vice President at Pinnacle Financial 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. He and his family attend Hill City Church, where he serves as an elder. Michael is married to Lori and they have two daughters. To learn more about Michael, connect with him on LinkedIn.