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From the Desk of John Vance
After closing out a busy year and setting up for a successful start to 2023, much of our planning work was done, and I was able to enjoy some time with people I care about, both in the community and at home. In February, we celebrated the 2023 Empowering Hearts honorees and artists at Single…
VANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager
With a positive presence and a passion for helping others grow in their professional roles, Brandy puts her experience in talent development to work as the Human Resources Manager at Vance Wealth. “Some of my greatest responsibilities include the recruitment, onboarding and development of our team,” Brandy shared. “It’s essential that we have the best…
Vance Wealth – Building Lasting Wealth and Caring Culture for 20 Years and Counting
After 20 years in business, the decision to start Vance Wealth may not seem like much of a leap of faith, but when Founder John Vance first opened his own firm, that’s exactly what it required. In 2003, the dot-com bubble had burst, the economy was still in recovery, and to increase the pressure even…
Navigating the Complexities of Tax Planning: Our Holistic Approach to Maximizing Your Wealth
Tax planning is an essential part of personal and business planning. No one wants to pay more taxes than they have to, but navigating the complex tax code can be overwhelming. That’s why having a tax planning philosophy and annual tax due diligence process helps guide decisions, reduce tax liabilities over your lifetime, and provides…
How Much Should You Be Contributing to Your 401k by Age? Tips for Planning Your Retirement
At Vance Wealth, we understand that everyone’s financial journey is unique and personal. We believe that you deserve a partner who can transform the complex into simple, providing clarity and a clear understanding of the path to your dreams and those of your family. Planning for retirement is a crucial aspect of personal finance, and…
401k Plan Sponsors: It’s Time To Assess Your 2023 Service Model
Does your 401k service model include these essential features? Improve your 401k plan outcomes for sponsors and participants with these five key changes. It’s no surprise that, in the wake of the pandemic and the market volatility that followed, many 401k plan sponsors are recognizing it’s time to reassess the performance of their plans.…
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…