Cody Vaughn
CFP®, FIC
Invested in getting where you want to go
State(s) Licensed: AL, IA, KS, KY, MO, NE, WA
Languages Spoken: English
3131 Frederick Ave Suite 226
Saint Joseph, MO 64506
Invested in getting where you want to go
State(s) Licensed: AL, IA, KS, KY, MO, NE, WA
Languages Spoken: English
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
Do you have a Financial Plan in place to reach your goals? If not, let our team work with you to customize a plan tailored to you. Everyone can have their own idea of what financial freedom looks like and how they want to spend their retirement. Our goal is to listen to your concerns, work with you to achieve your goals and hold you accountable when it's time to take action. Together we can customize your road map to success with our leading industry software, analysis and expertise as a Fiduciary watching out for your best interest.
I specialize in helping my clients simplify and streamline:
- Retirement Planning & Wealth Transfer
- Retirement Income Distribution Plans
- Accumulation Strategies for Retirement
- Tax Efficiency Planning (Required Minimum Distribution Management and Tax planning)
- Managed Accounts (Stock, Mutual Funds and ETF Portfolios)
- Wealth Management
- Insurance – Life, Disability, Medicare Supplement and Extended Care
- Education/College Saving Plans
- Estate & Legacy Strategies
- Charitable Giving Plan
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Saint Joseph Office
- Phone:
- 816-273-0026
- Fax:
- 816-273-0026
- Mobile:
- 816-390-3055
Hours
M – F: 9 a.m. – 6 p.m.