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Financial Planning

Planning for life’s big events can be an overwhelming task, which is why individuals and families enlist the help of a professional to develop financial plans. Vaughn Woods of Vaughn Woods Financial Group is a Certified Financial Planner and MBA with over 25 years of experience. Whether you are planning for retirement, or already retired, now is the time to meet with a professional who can help you develop a comprehensive financial plan in the following categories:
  • Retirement Planning
  • Investment Planning
  • Education Savings
  • Estate Planning
  • Insurance Needs

Contact us today to learn how your retirement strategy can benefit from a financial plan.

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    • Vaughn Woods
    Financial Group

    2226 Avenida de la Playa
    Suite A
    La Jolla, CA 92037

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    Notice

    Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. Fee paid to Goldline Research for administrative costs. CA Insurance #0575347

    State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

    Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

    Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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