Evans, Templeton, Vaughn Wealth Management Group
One important mission drives our team at the Evans, Templeton, Vaughn Wealth Management Group of Benjamin F. Edwards — “Simplifying & Organizing Financial Lives”.
Our team works with individuals, families, and business owners to build, manage, protect and transition wealth.
To accomplish this, we have developed and refined a process that will help you put your financial puzzle together. Our process begins with listening to you describe your needs so that we can get a better understanding of what you want to accomplish. We then take an inventory of your current financial situation covering four critical areas:
- Investments: asset allocation and portfolio construction
- Risk Management: insurance and asset protection
- Liability Management: debt management and income needs
- Estate Planning Strategies: beneficiary planning and family dynamics
Once these areas are reviewed, our team will design a simplified and organized plan to address your specific needs. Our process is dynamic and adapts as your life unfolds and your needs evolve. A central part of our process is ongoing communication with you through periodic financial strategy updates and reviews. Our process driven approach is designed to help you create clarity and confidence in your future.
We are very proud of the team we’ve assembled comprised of three experienced financial advisors and two registered client associates. We all share passion, commitment, and dedication to putting our clients first and treating others the way we want to be treated. Adhering to these basic principles results in relationships built on mutual respect and trust, enabling us to focus on what really matters—you, our client, and your financial well-being.
Our team is confident that we can provide the knowledge and solutions for you to achieve success. We invite you to contact us today for a professional consultation.