From the Desk of John Vance – To Our Vance Wealth Friends and Family

We closed out last year with some quality family time at home and powerful planning at the firm, and it inspired a nice balance in life and business at the start of the new year. While the holidays were fairly uneventful, it was nice to spend Christmas at home with just the kids. We weren’t able to be together with our entire extended family, who we missed, but it was a special year that allowed for more quality time and a slower pace. It was a nice way to pause and be present at home before gearing up for the new year.

Getting back into the swing of things, we kicked off 2021 with a family trip to Hawaii. It was a much-needed change of scenery after the kids had been cooped up at home for so long. We did a
catamaran snorkel cruise that was a lot of fun, and we tried a glass blowing class where each of the kids made something. The trip gave the kids a chance to have some fun before they went back to

Back at the office, we revised our 10-year plan to ensure we were on track with our commitment to continuous growth. We are mindful of our growth plan to ensure we maintain a close-knit
relationship with our clients, while continually becoming more efficient to serve you better. We intend to grow our capacity in advance of the need, so there are no restraints in helping those you
care about the most. At Vance Wealth, we strongly believe in our ability to work together through growth, challenges, and successes. I want to commend our team for a record year, despite the pandemic and market volatility. It’s a testament to our clients and their faith in us – and we are incredibly grateful for their trust.