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Empowering the Next Generation: Carrisa Flores Inspires Girls at Girl Scouts of America Phenom Convention in Orlando, Sponsored by CFP Board
We are excited to announce that our very own Carrisa Flores was personally invited to share her story of working in the Financial Service Industry with the Girl Scouts of America! Carrisa will be sponsored by the Certified Financial Planners Board (CFPB) and aims to inspire 16-18-year-old girls to consider a life-long career as a…
2023 – Q3 Market Update
Dear Clients and Friends, We are already more than halfway through 2023; time once again seems to elude us. We hope your summer months have been busy with the things you enjoy most in life. Markets have bounced back strong to start the year which is welcomed from investors coming off a volatile and brutal…
Honoring Excellence: Vance Wealth Receives RIA of the Year Award!
We are thrilled to announce that our firm has been named RIA of the Year (Less than $1 billion AUM) at the Annual RIA Intel Awards. This would not have been possible without the trust of our valued clients and the dedication of our team. Being named RIA of the Year is a tremendous honor,…
Capitalizing on Family Support: Optimize Your Payroll for Tax Advantages and Increase Your Retirement Savings
We understand that owning and running a business often becomes a family affair. Spouses and children play vital roles in various aspects, from casual conversations at the dinner table to continuous discussions about the business’s health. This is one of the many reasons we recommend optimizing your payroll to include these hardworking family members. We…
Discover the Benefits of Bemer: A Natural Way to Improve Your Health and Wellbeing
The Bemer may be the solution for busy business owners looking for a natural way to improve their wellness and prevent health issues. This device has been used for over 20 years in Europe and works by sending a magnetic field through the body to stimulate the muscles around your capillaries. By increasing blood flow…
Vance Wealth Team Member Spotlight: Josh Mumper, Wealth Associate
With a background as a 401k plan auditor, Josh Mumper is passionate about guiding business owners to design the retirement plan that helps them achieve more. Born in Pennsylvania but raised in Santa Clarita from a young age, Josh attended Trinity Classical Academy before going on to Liberty University, where he completed his bachelor’s degree…
Quarterbacking Your Financial Future
How Vance Wealth Acts As The Quarterback Of Your Financial Future When it comes to securing your financial future, assembling a trusted team is crucial. At Vance Wealth, we take pride in acting as the quarterback of that team, leading the way in collaboration with your accountants, attorneys, insurance specialists, estate planners, business advisors, and…
Strategic Planning for Business Success: Unleashing the Potential of Balance Sheet and Cash Position to Achieve More
Maintaining financial stability is the key to long-term success in the fast-paced business world. As a business owner, it’s crucial to have a solid understanding of your company’s financial health. One of the best practices to achieve this is by regularly reviewing your balance sheet and cash position. We will explore the importance of…
Build a Lasting Legacy – 5 Steps To Planning Your Legacy With Purpose & Intention
Build a Lasting Legacy 5 Steps To Planning Your Legacy With Purpose & Intention Every day, we spend our time and energy trying to get from where we are to where we want to be. Each morning routine, every check off that to-do list – it all adds up to the legacy we hope to one day leave…
