Inspiring Financial Success for Today and Tomorrow
Whether you are already retired or planning for it, we can help you make smart financial decisions and establish a comprehensive retirement plan designed to meet your needs of today and goals of tomorrow.
Enjoying Your Golden Years of Retirement – so now you’re retired
Making the transition from accumulating assets for retirement to turning your investments into an income stream can be stressful for retirees. Vance Wealth will continue to work with you to make the necessary adjustments to ensure your future is how you envisioned. We understand the importance of managing your money and making your hard-earned financial resources last. By meeting with you regularly, we’ll carefully balance your portfolio between growth-oriented investments and income-focused assets helping to maximize your long-term income. Although you are enjoying the benefits of retirement, we’ll remain focused on planning today with a keen eye on tomorrow. At this point, we know you’ll have more questions and we’re here to help.
Getting Close and Staying the Course - within 10 years of retirement
As retirement approaches, it’s common to find that our clients are ready to take their financial pulse. It’s likely that several life events have occurred since you started saving for retirement and it’s time to reassess your situation. You may be earning the highest salary in your lifetime and be positioned to invest more towards your future. We’ll work with you to maximize savings, reallocate assets and better balance any risk concerns. During this stage of your retirement planning, we know you’ll have a lot of questions. We’ll meet with you regularly to assess your plan and make the necessary adjustments so the retirement of your dreams is well within reach.
We’ll Help You Get Started - 10 years or more before retirement
The earlier the better is a key strategy when planning for your retirement. Unfortunately, we’ve found that many people don’t get serious about establishing an early financial roadmap to the future. At Vance Wealth, we’ll set you on a simple path to financial independence with a plan that considers your current financial situation and helps to achieve your long-term goals. We’ll help you avoid common planning mistakes and work together to adjust the plan as your life changes.