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In The Community: Your Support Makes An Impact
Part of our vision for Vance Wealth includes positively impacting the community we serve, and with your help, we did just that last quarter. Over the holiday season, our team participated in the Single Mothers Outreach (SMO) Adopt-a-Family program, which helps provide hard-working single parents a way to make a warm and wonderful holiday memory…
Simplify365 – A Planning Approach To Reduce Your Tax Burden
Exciting improvements are ahead for Vance Wealth this year, and one of the opportunities we’re most excited to announce is Simplify365 – a new business offering designed to help business owners simplify their planning approach to life and business. This new program is designed to help busy entrepreneurs carve out the time they need to…
From the Desk of John Vance
To Our Vance Wealth Friends and Family, I always enjoy this part of the year because it’s a time of transition. As we move forward with excitement and optimism for what’s next, I also find it helpful to reflect back on what brought us here. Professionally, I’m filled with as much excitement for the move…
Vance Wealth Team Member Spotlight: Meet Anthony Goring, Investment Associate
Tasked with staying up to date on current best practices in portfolio management, Investment Associate Anthony Goring  researches  and communicates timely market information that assists Wealth Advisors in making successful investment decisions. “Portfolio management and financial analysis are the backbone of my role as an analyst,” Anthony explained, “and I really enjoy providing our advisors…
A Move In The Right Direction – Vance Wealth Transitions To Fidelity
Vance Wealth Transitions To Fidelity As we kick off the new year, we’re excited to announce the firm’s move from its current custodian, Raymond James, to Fidelity Institutional® in order to better serve our growing family of clients and their wealth management goals. “By combining our commitment to providing trusted, personalized investment advisory services with…
2023 Q1 Investment Update
Dear Clients and Friends, The New Year is in full swing and we have hit the ground running in 2023. The Vance Wealth team was able to re-charge around the holidays and are eager to begin making progress on our 2023 team and individual goals. We begin this year optimistic; hoping this year can bring…
Health Tip – Want to Increase Your Energy and Avoid Digital Burnout?
Focusing on health and wellness is extremely important for business owners to show up as the best version of themselves. So here is a health tip we’d like to share from Tyler Tilton, Wealth Advisor at Vance Wealth. Twice a day, Tyler uses the 4-7-8 breathing technique and meditation in the morning and evening. This…
Legacy Series: Choosing A Trusted Contact
Legacy Planning is about more than passing on wealth to the next generation. Choosing A Trusted Contact With Support From The Vance Wealth Team What’s a Trusted Contact? A trusted contact is an individual you’ve authorized your financial firm to contact in specific circumstances, such as: 1. Your firm has been unable to reach you…
What Is The Augusta Rule?
Vance Wealth & Simplify365 help proactive business owners with payroll optimization, business & tax planning & retirement plan design. Watch this short video of Tyler Tilton walking you through the Augusta Rule, also known as IRC Section 280A(g), and some potential risks. If you’re an S corporation or C Corporation, you may be eligible to…