Joseph Vaughan (CFP®, CPA)
Joseph Vaughan focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Real Estate Investments
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Real Estate Investments
Planning Specialties
Bookkeeping, tax planning, and fee-only financial planning for small business owners and other individuals in North Alabama and throughout the continental United States. One licensed CPA and CFP® handling all of it, so your books, your taxes, and your plan finally work together. Combining integrated CPA services and fee-only financial planning. Just comprehensive, unbiased advice for business owners & individuals who want their bookkeeping, taxes, and financial plans working together.Additional Information
Most business owners juggle multiple advisors who don't talk to each other. Your CPA says "ask your advisor." Your advisor says "check with your CPA." The result? Gaps, inefficiencies, and missed opportunities. Your accountant and financial advisor are the same person. No more disconnected advice or communication gaps—everything works together. We don't sell products or earn commissions. Our only incentive is your success. Independent from any broker-dealers, insurance companies, and product providers.NAPFA Start Date
August 29, 2023
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.