 |
|
- Experience
- Credentials
- Sound Stategic Alliances
- Fee-Based or Fee-Only Planning and Investment Advisory Services
- No Propietary Financial Products
- Home of the S-T-A-R-S System for Retirement Success™
|
| Our experienced team is here to help you. |
|
Charles D. Vaughan, CFP®
President and Chief Strategist
|
 |
- CERTIFIED FINANCIAL PLANNER™ Professional since 1983
- 49 Years Investment Experience
- Former "Investments" Columnist
- Chartered Retirement Planning Counselor (CRPC)
- Accredited Asst Management Specialist (AAMS)
- Accredited Wealth Management Adviser (AWMA)
|
|
|
Kimberly J. Vaughan
Client Service Director and Events Coordinator
|
 |
- Administrative Assistant to the President
- 20 Years Administrative Service Experience
- 15 Years Client Concierge Service
|
|
|
Gary L. Williams, CFP®
Financial Adviser
|
 |
- CERTIFIED FINANCIAL PLANNER™ Professional since 1990
- 21 Years Investment Experience
- Chartered Retirement Planning Counselor (CRPC)
|
|
|
Mark G. Srofe, CFP®
Financial Adviser
|
 |
- CERTIFIED FINANCIAL PLANNER™ Professional since 1993
- 22 Years Investment Experience
- Chartered Retirement Plans Specialist (CRPS)
- Accredited Investment Fiduciary (AIF)®
|
|
|
|
|
|
|
| ANNOUNCEMENTS |
| We are pleased to announce our move to a beautiful new office effective June 1, 2010. Our new address
is:
8260 Northcreek Drive
Suite 300
Cincinnati, OH 45236
All phone numbers and email addresses are unchanged.
|
|
|
Retirement Reality Checklist
|
|
|
TRS Brochure
|
|
