FINANCIAL ADVISOR
If you are a financial advisor that has a plan on Vaughan & Associates, Inc. open-architecture platform, please click the LOGIN button below to login to your account.
If your are a financial advisor that would like to request a proposal, or receive more information about the services we provide, please contact sales@dailyval.com or call (864) 271-1298 for more information. Alternately, you can also download our “Request for Proposal” form by clicking the link below.
Download our “Request for Proposal” form – Click Here
Vaughan & Associates, Inc. believes that an investment advisor is a critical link in the success of a retirement plan. Trained financial advisers are the best source for professional investment recommendations and client relationship service. We provide advisors with personalized, professional service every day.
An investment adviser’s ongoing availability for advice throughout the life of a plan may help the plan sponsor fulfill much of the legal fiduciary responsibility under the 404(c) clause of ERISA. Additionally, a professional financial adviser can provide one-on-one participant education and investment advice.
From ongoing sales support, custom proposals, and on-site enrollment meetings to plan design and compliance issues, we will serve as your consultant for all aspects of the plan.
Financial Advisor Website:
For Financial Advisors that choose to utilize our open-architecture investment platform, our site allows access to detailed information regarding each of your plans. In addition to investment information and account balances, advisors can manage their custom portfolios with the click of a mouse. Listed below are some of the features of our Financial Advisor website:
- 24-7 access to all of your plans through one secure site
- Detailed investment and account information
- On demand reports available
- Custom models may be built, changed, and rebalanced
- View participant account information
