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To Freeze or Not to Freeze: Safeguarding Your Financial Security. Simple steps to protect your credit!

September 24, 2023

To freeze or not to freeze… We’ve had a few questions recently around freezing credit, so we thought it best to share some great steps you can take to protect yourself! Essentially, freezing credit helps protect you from having identity thieves open credit accounts in your name. Once your credit is frozen, the credit reporting…

7 Social Security Myths & Truths

September 12, 2023

There’s so much at stake when it comes to determining your ideal retirement plan. How do you ensure you’re getting the most from your hard-earned Social Security benefits? Deciding when to file can be confusing enough as you attempt to juggle the many variables that determine your optimal plan. Yet plenty of misinformation persists around this topic,…

The High Cost of Tax Mistakes: Vance Wealth’s Solution for Business Owners

September 8, 2023

The High Cost of Tax Mistakes: Vance Wealth’s Solution for Business Owners As a business owner, you’re juggling countless responsibilities and striving to grow your enterprise. At Vance Wealth, we understand the challenges you face, and we’re here to ensure that you’re not only growing your business but also taking advantage of every legal tax-saving…

Vance Wealth Recognized as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth

September 1, 2023

SANTA CLARITA, California – Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and a forthcoming expansion into Newport Beach, proudly announces its selection as an Inc. 5000 award honoree for 2023. This prestigious accolade underscores Vance Wealth’s enduring commitment to excellence, visionary leadership, and exceptional service. The Inc. 5000…

Maximize Tax Opportunities: Think Differently, Be Purposeful, Achieve More

August 28, 2023

Maximize Tax Opportunities: Think Differently, Be Purposeful, Achieve More When it comes to optimizing your tax strategy, it’s not just about avoiding errors – it’s about seizing opportunities to build a better financial future. As business owners, you hold the keys to a complex tax landscape that can offer substantial long-term gains and strategic deductions.…

Empowering the Next Generation: Carrisa Flores Inspires Girls at Girl Scouts of America Phenom Convention in Orlando, Sponsored by CFP Board

August 15, 2023

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

August 15, 2023

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!

Honoring Excellence: Vance Wealth Receives RIA of the Year Award!

August 15, 2023

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,…

Optimize Your Payroll for Tax Advantages and Increase Your Retirement Savings

Capitalizing on Family Support: Optimize Your Payroll for Tax Advantages and Increase Your Retirement Savings

August 15, 2023

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…

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