Financial Planning

FINANCIAL PLANNING – Taking you and your family to a stronger financial position!

Finaccountant-using-calculator-successful-working-financial-data-37078781ancial planning is a process of assessing assets and resources, estimating future financial needs, and making plans to achieve monetary goals. Many elements may be involved in this process, including investing, asset allocation, and risk management. Tax, retirement, and estate planning are typically included as well.

Financial planning plays a role in helping individuals get the most out of their money. Careful planning can help individuals and couples set priorities and work steadily towards long-term goals. It may also provide protection against the unexpected, by helping individuals prepare for things such as unexpected illness or loss of income. 

Financial planning may mean different things to different people. For one person, it may mean planning investments to provide security during retirement. For another, it may mean planning savings and investments to provide money for a dependent’s college education. It may even involve making career-related decisions or choosing the right insurance products.FINANCIAL-PLANNER web

Many individuals choose to use the services of financial planners to help them reach their goals. A financial planner is a professional who provides advice and guidance for a wide spectrum of financial planning issues.

The right time to create a financial plan is right now. No matter what your income level or what your hopes for the future, you need a solid plan to achieve your goals. Drifting through life without carefully set goals and well-researched methods of achieving them is a recipe for disaster. To enable your money to offer you more of what you want out of life, start creating a financial plan today.Planning-Process

Vaughan and Associates are here to assist you in creating that plan. We will assess your current financial status, and then provide you with different options to achieve you goals. Next, we will create and implement your plan into action, then review, and if necessary, revise your plan to make you stay on track.

Through our Families Affected by Disability (FAD) Program, we specialize in assisting individuals with disabilities and develop a plan unique for their situation. We educate and simplify what can be complex matters, and help families to make informed decisions. This allows them to improve their financial well being.

To learn more about Financial Planning, you can attend a free educational  presentation provided by Vaughan and Associates, and hosted by various organizations such as the MS Society of Canada and The Canadian Mental Health Association. By clicking on the scheduled dates and times on the right side of this website, you will be directed to more details of the event and to register.

To know more about Vaughan and Associates please visit About Us

If you have comments or questions, please contact us at:

1-866-926-7662 Ext 102


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