Christopher Vaughan
Christopher B. Vaughan
Your Goals, Our Expertise
Your life situations are constantly changing. Whether you plan to upsize, downsize, grow your wealth, derive an income or even start to transfer some of your wealth; I can help maximize the efficient use of your Wealth to accomplish your personal objectives.
My profession is to help people make retirement an option and a continued reality, whatever that definition of retirement means to YOU!
I maintain a limited client base and want to deal with people who are receptive to working with a Wealth Management Professional because they like a personal relationship. They are grateful to find someone who is trustworthy, competent and knowledgeable to help them with their financial choices. My process involves methods to achieve your highest level of success through the implementation of sound, personal, goal-oriented strategies.
Consider working with a 26 year professional to help you with your Wealth Management decisions. Let us meet and allow me to take the time to hear what is important to you!
Christopher B. Vaughan
Contact Christopher Vaughan
Christopher Vaughan
Office: 800-331-8833
Cell: 315-263-9475
Email: cbvaughan@ae.cadaretgrant.com
Our Process
Managing Your Wealth to Support Your Life
At Insight Financial, we see you, your life, and the way you should invest from a unique perspective. Where you want to go in life - and managing the risks that can hamper your progress - is what really matters. Here are the five steps we'll take to get you there: 
(1) In Discovery we'll help clarify your goals, and arrange them by timeframe and priority. We'll explore how specific goals fit into the greater picture of your life and we'll challenge your previous investment assumptions if they only focused on your immediate financial concerns.
(2) Then we'll Assess the needs and issues surrounding each of your goals and develop a clearer perspective for what needs to be done. You'll have complete clarity regarding your risk as well as your opportunities.
(3) Together, we'll Evaluate options and select from numerous goals-based scenarios that reveal how you can ultimately use your wealth to achieve your most significant objectives.
(4) We will work within a disciplined environment to Implement a program whose elements remain consistent with your life's goals. We'll make your vision come to life.
(5) By Monitoring & Adjusting your program, we'll help you anticipate and deal with life's inevitable changes. We're prepared to help with the unexpected, and ready to recommend options for adjusting your life and wealth program to ensure that it continually supports the way you want to live.
Destination: Sound Design
Investment Process and Philosophy
When you’re in the market for a new car, some things are non-negotiable: superior construction and thoughtful design. Affordability and efficiency. Above all, reliability. Your new ride must get you where you want to go – safely and without question.
You should demand the same in your investments – reliability, quality design and construction and efficiency. Your road to retirement or other long-term goals requires an investment strategy that’s built with the long haul in mind, that strives to produce results under all conditions. You’ll find those qualities in our investment strategies.
Click Here for more information » Destination Sound Design Brochure
Destination: Your Goals
Mapping Your Journey to Managing Your Wealth
This profiling kit is designed to help you identify your investment objectives and evaluate different investment options. It will help you define important factors, including the length of time you have to invest, your tax considerations, and your ability to withstand short-term market volatility that may affect the value of your investment. Your feelings about investing and taking risks are also very important. This profiling kit will help build the base of information needed for the development of an appropriate asset allocation policy and comprehensive investment plan.
Click Here to Download Brochure » Destination: Your Goals - Brochure