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Services offered by Vaughan Family Financial

Vaughan Family Financial is a fee-only (no commissions accepted, limiting conflicts of interest) financial planning and CPA firm that specializes in combining accounting, tax planning, and financial planning services for retirees and small business owners nearing retirement.  Vaughan Family Financial provides comprehensive accounting and financial services to those who see value in a one-stop-shop solution for their financial and accounting needs.

Services offered include, but are not limited to:

Small Business Monthly
Bookkeeping

Tax Planning
& Preparation

Business Valuation
Assistance

Fiduciary M&A
Assistance

Trust & Estate
Planning

Financial
Coaching

Commission-Free Insurance
Advising

Real Estate
Consulting

Investment
Management

Vaughan Family Financial strives to deliver objective, personalized service while developing trusted long-term relationships where the only thing being sold is peace of mind. Contact VFF today to gain control of your accounting and financial situation and achieve measurable results. 

Financial Planning

Vaughan Family Financial offers expert flat-fee financial planning services to empower individuals and families to achieve their financial goals. Our personalized approach covers:

Financial Planning
  • Financial Goal Setting
  • Strategic Tax Planning
  • Retirement Planning
  • Social Security & Medicare Planning
  • Investment Analysis
  • Insurance Planning
  • Real Estate Planning
  • Trust Planning

With ongoing support and accountability, VFF helps you fine-tune your vision and make it your reality. Call or text Joe Vaughan today to learn more about the process and determine if you are a good fit as a client.

Bookkeeping & Tax Services

Vaughan Family Financial offers monthly bookkeeping and tax services for small business owners nearing retirement. VFF handles most aspects of small business bookkeeping, including monthly reconciling and generating accurate financial statements. Tax services include, but are not limited to: 

  • Proactive Tax Planning
  • Tax Return Preparation
  • Tax Resolution
  • IRS Communications
  • Compliance with Overall Financial Plan
  • Tax Consulting

VFF is different from other tax accounting firms in that VFF works proactively to plan ahead for taxes in accordance with the financial plans in place. 

Investment Management

Investment Management

Vaughan Family Financial offers investment management services that are tailored to each client’s unique risk tolerance, investment objectives, and financial situation. Our investment approach emphasizes optimizing performance and minimizing management costs while implementing appropriate strategies for each client's specific situation. Schedule a meeting today to discuss how VFF's innovative preferred approach is different from the rest.

Trust & Estate Planning

Vaughan Family Financial offers expert trust and estate planning services to help individuals and families effectively manage their assets and plan for the future. Our services include: 

  • Will Creation & Review
  • Trust Formation & Administration
  • Power of Attorney & Healthcare Directives
  • Beneficiary Designations
  • Charitable Giving Strategies
  • Estate Tax Planning
Business Consulting & Other CPA Services

Business Consulting & Other CPA Services

Vaughan Family Financial provides other CPA services to meet your financial and accounting needs. Our services include:

  • Business Start-Up Consulting
  • Risk Management Consulting
  • Business Succession Planning
  • Merger & Acquisition Consulting
  • Assistance with Loan Applications
  • Financing Consulting
  • Business Valuation
  • Cash Flow Consulting

Let's Work Together 

We hope you’ll consider VFF for all of your financial planning needs. We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.

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