Vaughan Financial
Jason P Vaughan
Wealth Management Advisor|CFP®
Background
Jason began his career with Northwestern Mutual in 2003. Throughout his life, he has always taken pride in building new and enduring relationships, while keeping clients' best interests at heart and always doing the right thing. This integrity and commitment extend to all his relationships, whether it’s with family, friends, or clients – he will put himself on the line to make your situation more desirable.
Jason is committed to professional growth. He holds his Series 6, 7, 63, Life and Health licenses, as well as his CERTIFIED FINANCIAL PLANNER™ designation. His approach to financial planning is holistic in design. For him to make strategic recommendations, Jason spends much time up front, understanding all aspects of his client’s lives (personal and savings goals, taxes, investment objectives, debt reduction, etc.). By integrating Northwestern Mutual's financial analysis software combined with client goals and objectives, Jason can customize individual recommendations to create efficiency and clarity to one’s financial future.
Jason and his team are dedicated to delivering exceptional customer service. We believe that combining one’s goals/vision with a clear financial plan, individuals gain clarity around their future which allows for peace of mind and greater joy in life.
About Jason
Jason married his “high school sweetheart”, Lindsey, in 2007. They have 3 girls (Addy - 15, Emily- 12, and Jordyn - 10). They currently live in Medina, a western suburb of the Twin Cities. When not attending his daughter's hockey, lacrosse, or dance competitions - you will find Jason on the golf course or enjoying time at their family cabin in northern Minnesota.
Lending a hand in my community.
As part of Northwestern Mutual, I am proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
