Brian Vaughn
- Nov 18, 2020
- 0 min
Curiosity
My name is Brian Vaughn with Silverhawk Wealth Management.
I wonder what it's like to be you. I want to know what matters most to you.
Empathy
Imagine meeting your primary care physician for the first time. Did you feel like they were listening to you? Did you feel like they were committed to partnering with you to protect and enhance your health? Did you feel like they really cared about you?
After meeting with me, I want you to feel like you were heard, and that you’ve found a partner in your long-term financial health.
Process
As with most relationships, communication improves over time. I am committed to continually enhancing the quality of my financial advising relationships.
At Silverhawk we make it easy to enroll in the relationship and begin working together making good decisions that protect and enhance your long-term financial health.
Case Study
Using an Indexed Universal Life (IUL) strategy
to put "guardrails" on the growth of your savings
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Risk
Protected
Whether you are making $1,000,000 a year or $35,000 a year, the Risk Protected asset class may be right for you.
Silverhawk CEO, Paul Mershon explains how this asset class benefits institutions or individuals, especially when used to complete an equity based portfolio.
Planning
Relationship
In this 4 minute video Brian Vaughn describes the introduction and the mutual expectations of a financial planning relationship
How We Bring You Value
Consulting
COLLEGE FOR THE KIDS
Listen as Brian explains college funding strategies that can compliment or replace 529 plans.
Consulting
MORTGAGE SOLUTIONS
When financing a home purchase, is it best to make the largest possible down-payment?
Not necessarily.
Consulting
LONG-TERM CARE PLAN
The costs to care for chronic illness or disability can undermine your retirement. Brian can help you make sure you are financially prepared for it.
Consulting
RETIREMENT CALCULATOR
So...just how much money do you actually need to save each month so you can be ready for retirement?