Vaught & Associates Financial Services

Our Mission: Guiding You Towards Financial Security

At Vaught, Spangler & Associates Financial Services, we believe everyone deserves a financially secure future. With over 50 years of combined experience, we are your trusted partners in navigating the complexities of personal finance.

What Sets Us Apart?

We are a team of passionate financial professionals who genuinely care about our clients. We take the time to understand your unique goals, risk tolerance, and financial situation. Our personalized approach means you receive tailored guidance and solutions, designed specifically for you.

Our Values

• Fiduciary Approach: We prioritize your best interests and act in your best interest at all times.
• Client-Centered: We are committed to understanding your needs and providing solutions that align with your individual goals.
• Transparency: We believe in clear and open communication, providing you with comprehensive information every step of the way.

1. Retirement Planning

• Comprehensive plan development to maximize your retirement savings and investments.
• Guidance on maximizing employer-sponsored plans like 401(k)s.
• Strategy for taking withdrawals during retirement.

2. Investment Planning

• Personalized portfolio construction based on your risk tolerance and goals.
• Regular review and rebalancing to ensure your portfolio aligns with your changing needs.
• Access to a wide variety of investment options.

3. Estate & Insurance Planning

• Creating a comprehensive estate plan that clearly outlines your wishes.
• Identifying and mitigating potential financial risks through various insurance policies.

4. Wealth Management

• Developing a holistic approach to wealth planning, encompassing investments, estate planning, and risk management.
• Providing ongoing guidance and support to help you stay on track towards your financial goals.

5. Financial Education

• Empowering you with the knowledge and tools to make informed financial decisions.
• Providing ongoing workshops and educational materials to keep you updated on financial planning trends.