Combining integrated CPA services and fee-only financial planning. No commissions. No conflicts. Just comprehensive, unbiased advice for business owners who want their bookkeeping, taxes, and financial plans working together.
Most business owners juggle multiple advisors who don't talk to each other. Your CPA says "ask your advisor." Your advisor says "check with your CPA." The result? Gaps, inefficiencies, and missed opportunities.
Your accountant and financial advisor are the same person. No more disconnected advice or communication gaps—everything works together seamlessly.
We don't sell products or earn commissions. Our only incentive is your success. Independent from broker-dealers, insurance companies, and product providers.
Tired of chasing down your CPA only to get a bill? We're proactive with tax strategies and responsive when you need us—without surprise invoices.
From bookkeeping to retirement planning, we provide the complete financial infrastructure your business needs to thrive.
Monthly bookkeeping services that keep your financial records clean, accurate, and ready for tax planning and decision-making.
Proactive tax strategies that minimize your liability—not just compliance, but year-round planning to keep more of what you earn.
Comprehensive financial planning that aligns your personal goals with your business success. Retirement, education, estate planning—all integrated.
Fee-only investment management with a fiduciary standard. No commissions, no conflicts—just portfolios built for your goals.
Vaughan Family Financial was founded on a fundamental belief: wealth isn't inherently good or evil—it's how we manage it that matters. Too many business owners face regret from mismanaged finances, disconnected advice, and conflicting interests.
By combining CPA expertise with CFP credentials and operating as a fee-only fiduciary, we eliminate the conflicts and communication gaps that plague traditional advisory relationships.
One advisor who understands both your taxes and your investments
Completely independent from product providers and broker-dealers
Year-round strategies, not just annual tax preparation
Let's discuss how integrated tax and financial planning can help you build wealth, minimize taxes, and achieve your goals with confidence.
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