Aubrey Vaughn's Publications

Advance Planning Solutions SE

Services We Offer

At Business Planning Associates SE, we offer employee and executive benefits planning, fee-based financial planning, business continuation planning, business risk management, business succession planning, business valuation planning, estate planning, disability income planning, and much more.

Aubrey Vaughn's Publications


Aubrey Vaughn was featured in financial representative publication.

"Heart of The Matter" - April 2015

He was also quoted in an article "Just Good Business" from April 2013:
"One key to entering the closely-held business market is making sure business owners view you as someone who can help them with planning and solutions, rather than someone simply trying to sell them insurance products."

Advanced Planning Bulletin

Aubrey recommends the following article on utilizing a supplemental executive retirement plan (SERP) with a business buyout.
"Combining a SERP with a Business Buyout" - July 2007

Recommended Articles for Business Owners

If you own or operate a business, we recommend visiting our articles section. With a focused expertise on the business owner, our team can guide any stage of your business:

  • Starting your business
  • Growing your business
  • As your business matures
  • Transferring your business

Education & Professional Background

Aubrey Vaughn Completed his Bachelor of Science in Finance from the University of Florida. He has been part of the financial services industry since 1986.

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Registered Employee Benefits Consultant (REBC®)

Certifications & Professional Designations

ChFC® - Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's entire financial situation to identify and establish specific financial goals and to formulate, implement, and monitor a comprehensive plan to achieve those goals.

The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

CLU® - Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the first and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice.

For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

REBC® - Registered Employee Benefit Consultant

The Registered Employee Benefit Consultant (REBC®) designation provides the most up-to-date, relevant education and information on the dynamic field of employee benefits.

Individuals who earn the REBC® designation gain a thorough understanding of pensions, retirement planning, and group medical, disability, and long-term care insurance. Also covered are executive compensation, personnel management, and the managed care arena.

Areas of Expertise

Executive benefits are an essential part of the growth of your business. Benefits such as Exeactie Rettieraient trans and Equity Compensation plans make up the total rewards that help ensure continued employee satisfaction and verbetet within your company.

Designing an employee benefit approach can be a complicated, technical, and time-consuming matter. Working with a specialist offers access to comprehensive professional benefit services through local and independently owned companies.

The planning also provides several advantages, including experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business' ever-changing needs.

As a fee-based advisor, we are compensated for the time and expertise put into designing and creating your financial plan. Under this fee structure, we have a fiduciary responsibility to ensure your interests and goals are always put first.

What will happen to your business when you retire, or if you become permanently disabled or die?
Waiting it to contiune is natural

What's the value of your business, and how much is each owner's share worth? How will it be realized and founded.

We specialize in business continuation planning and will help you answer these and other questions. Together, we can develop a range of a range of tax efficiendt solutions to help protect your business, should something unforeseen happen the future.
and plan for.

As a business owner, you know that your Key Employees presence on the job is crucial. Securing the right kind of business protection can be complicated. Using our expertise in business risk management we can help you protect your business to ensure its future.

As a business owner, you know how many years you have invested in your business. Because we specialize in business succession planning, together, we can develop a plan to help ensure a smooth transfer of your business.

We are working with the next generation of family, a key-employee group or a third party sale there are strategies to help you realize the most value with the least amount of tax.

Developing aplan well ahead of retirement helps us build in efficiency and helps the next generation af Oilers be

Accurately valuing your business is a primary consideration in your estate and business succession planning. It is critical to being able to adequately fund your business purchase agreement, which can help preserve your wealth and make the transition of your business a smooth one at retirement, disability, or death.

It is not an exact science, and the value of your business will change over time. Working with you and your other advisors, I can help keep your valuation current to meet your overall objectives.

You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating an extensive portfolio.

You need a solution that remains flexible enough to allow you to maintain adequate control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets to the next generation.

Disability income insurance protects one of your and employees most valuable assets - your ability to earn an income. A disability could suspend or terminate your income for an extended period of time.

It may force you to sell your business. With our expertise in disability income planning, we will be able to recommend disability income insurance products te suit your business and personal needs.

Sponsoring a Non-qualified plan is a critically important step toward achieving retirement security for your key management. Choosing the right plan design elements will allow you to balance your goals for rewarding performance and retention.

Together with our third-party administrators, we will help you to evaluate the best plan design options and understand the impact they will have on you, your employees, and your business.

Becoming a retiree does not mean retirement planning ends. Spending your retirement assets can be more complicated than building them. The investment and savings strategies you used to accumulate wealth needs to be adjusted as you prepare for and enter retirement.

Together, we can develop a plan to help you achieve financial security in retirement. Through our tax efficient, we can protect against the risks that can affect your retirement years, and provide you with a predictable and steady income for life.