BLOG

2024 Q1 Market Update

January 29, 2024

We hope you enjoyed the holiday season with the ones that matter most. Everyone at Vance Wealth is excited for this New Year, and we are motivated to begin making progress on our personal and firm goals. While past performance is not indicative of future results, we like to reflect on the past year to…

Unlock More Potential: Entrepreneur Edition

January 22, 2024

A Valuable Solution for Business Owners to Stay on Course Throughout the Year If you run a business, then you know how rewarding it can be – and you also know how consuming it can be, too. It’s hard not to get caught up in the day-to-day grind, but what affects your business affects your…

Setting Goals That Stick In Life & Business

January 19, 2024

As a business owner, your success is only as strong as the foundation it’s built on: you. If you’re not operating at your best, you can’t give your best to your business. That’s why it’s important to start your business planning with a big-picture view of your life and personal finances. By aligning your business…

Start the year with 3 keys to success.

Start The Year With 3 Keys To Financial Success

January 10, 2024

If you’re aiming for a financially successful start to the year, the key lies in revisiting the past to gain insights before setting your sights on growth. Here, we outline three steps to kick off 2024 with a clear understanding of your current financial landscape, helping you end the year right where you would like…

August Rule Blog

Unleashing the Augusta Rule: A Game-Changing Tax Strategy for Business Owners with Simplify365™

December 21, 2023

Introduction: Are you a business owner not yet taking advantage of the Augusta Rule? If you’re running an S Corporation or C Corporation, this tax-saving opportunity might be right under your nose. In this blog, we’ll explore the Augusta Rule, its benefits, potential risks, and how Simplify365™ can guide you through a seamless implementation process.…

Tyler Tilton

Santa Clarita Wealth Adviser Achieves Specialized Exit Planning Credential

November 28, 2023

Vance Wealth announces adviser with Certified Exit Planning adviser (CEPA®) designation Santa Clarita, Calif. – Vance Wealth financial planner Tyler Tilton completed his Certified Exit Planning adviser (CEPA®) credential, joining a specialized class of finance professionals who are trained to guide business owners toward a successful exit.  “We are very proud of Tyler for continuing…

Nial Shaffery

Santa Clarita Wealth Adviser Completes Advanced Financial Planning Certification

November 28, 2023

Niall Shaffery is Vance Wealth’s newest CERTIFIED FINANCIAL PLANNER™ Professional   Santa Clarita, Calif. – Vance Wealth adviser Niall Shaffery has earned the right to call himself a CFP®, which is the industry’s most respected and only board-backed certification for financial planning.  “This designation requires hours of rigorous study, experience and testing, as well as…

In the community

IN THE COMMUNITY

November 14, 2023

IN THE COMMUNITY: CONNECTING WITH FRIENDS AT OUR ANNUAL SIP N’ SHRED Sitting down with our clients to discuss their financial goals and dreams always brightens our day. It’s why we do what we do. But we also enjoy spending time with our clients outside of the conference room, where we can get to know…

Celebrating Two Team Members Who Are Achieving More

November 13, 2023

Committed To Continuous Growth  Celebrating Two Team Members Who Are Achieving More A commitment to continuous growth is one of the core values and driving forces behind the Vance Wealth team, and recently, two of our Wealth Advisors achieved goals that helped them grow their skills in a big way. Tyler Tilton completed his designation…

Search

Archives