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Risk Management

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
Remember, even the best financial plan is not worth the paper on which it is printed unless the plan is implemented. Vaughn Woods Financial Group can help put your financial plan into action through our Portfolio Management Service and our Insurance & Annuity Service.

Contact us today to learn more about our Risk Management Solutions.

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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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