Jackie Kurle
I’ve definitely appreciated Nathan’s financial advisory and retirement planning recommendations. He collaborates closely with his customers in order to get a clear picture of their financial needs, and keeps the customer informed of all key action steps and items of note along the way. Nathan does a great job at setting expectations, conveying best practices, and helping customers implement realistic strategies related to their own individual needs.
I’d surely recommend Nathan to anyone seeking financial advisement.
Jessica Saldo
Nathan is a straightforward, easy-going communicator who clearly knows what he is talking about when it comes to money and finance--all while making you feel like you're simply having a chat with a new friend. Nathan challenged me and gave me excellent points to consider, AND boosted my confidence in myself at the same time. If you've been searching for a financial advisor, look no further!
Ashley ODell
I have spoken with a couple financial advisors, but would leave the conversation each time feeling more overwhelmed than I was before. Anyone else feel completely failed by the American education system when it comes to anything related to being an adult? 🙋🏼♀️
I just had my second call with Nathan Vaughn after following him on LinkedIn for a few months, and I have to shout this guy out y’all.. I don’t feel overwhelmed! Nathan was able to answer all of my {numerous} questions in a way that not only I was able to understand, but in a way that showed he genuinely cared! He took the TIME to understand and have a real conversation with me, and not once did I feel unintelligent for asking a question. I am looking forward to continuing to work with him and grow my financial literacy!
Thanks for keeping it REAL, Nathan! 👏🏼👏🏼