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- 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™
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| Our experienced team is here to help you. |
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Charles D. Vaughan, CFP®
President and Chief Strategist
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- 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)
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Kimberly J. Vaughan
Client Service Director and Events Coordinator
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- Administrative Assistant to the President
- 20 Years Administrative Service Experience
- 15 Years Client Concierge Service
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Gary L. Williams, CFP®
Financial Adviser
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- CERTIFIED FINANCIAL PLANNER™ Professional since 1990
- 21 Years Investment Experience
- Chartered Retirement Planning Counselor (CRPC)
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Mark G. Srofe, CFP®
Financial Adviser
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- CERTIFIED FINANCIAL PLANNER™ Professional since 1993
- 22 Years Investment Experience
- Chartered Retirement Plans Specialist (CRPS)
- Accredited Investment Fiduciary (AIF)®
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