SERVICES

Services provided by Vanguard Financial LLC

  • Objective fee-only investment management
  • Comprehensive financial planning
  • Estate planning
  • Performance Evaluations on life insurance policies
  • Company retirement plans
  • Financial document organization

Products

We utilize a wide variety of products such as:

  • No-load mutual funds
  • Exchange traded funds
  • Individual stocks and bonds through separately managed accounts
  • CDs
  • Flat fee variable annuities
  • Fixed annuities
  • Alternative investments