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Intro to S-T-A-R-S System for Retirement Success :: Retirement Success :: THE RETIREMENT SOURCE®
Intro to S-T-A-R-S System for Retirement SuccessSM

For those who want a comprehensive financial plan our S-T-A-R-S System for Retirement SuccessSM is a values-based system that considers financial issues in the context of seeking the highest level of control over quality of life for the family and achieving a feeling of being consistently successful.

Charles D. Vaughan, Founder and President of THE RETIREMENT SOURCE® has continued to build the S-T-A-R-S System for Retirement SuccessSM over the past 25 years in response to these client desires for advice and service that goes far beyond the traditional "money only" planning and investment approach.

This system represents a return to an earlier personal values-based system that shifts the focus away from financial issues alone to seeking the highest level of control over quality of life for the family and achieving a feeling of being successful.

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STARS
  • Asset Control Risk Controlled Investing Tax Protection Simplified Money Mgmt. Security

When we questioned dozens of people contemplating retirement, the answers we got were surprisingly universal across the entire spectrum of respondents - regardless of social and career background or financial resources.

"I just want to be sure I will be able to sustain my family’s living standard as long as I live and if I am unable to take care of myself, somebody will do it for me the way I would want it done and when I am gone, I want to make sure my loved ones are taken care of and that all my stuff passes on the way I want it done in the smoothest, simplest and least costly way."

Many people felt that traditional retirement planning was upside down and left too many areas of risk exposed, tax planning and investment opportunities unexplored and personal values overlooked.

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