061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Business Owner Best Practice: 5 Tips for a Productive Annual Company Retreat

Business Owner Best Practice: 5 Tips for a Productive Annual Company Retreat

Shanele Stoll Achieve More, Business Owner

5 Tips for a Productive Annual Company Retreat. Define clear objectives: Set specific goals for the retreat to guide planning and ensure alignment with company values. As followers of the EOS system, this step helps us stay focused and on track. Choose a suitable location: Select a venue that encourages open communication and has the technology requirements your team needs. Consider accessibility, amenities, and a change of scenery for a refreshing experience. Involve employees: Engage employees through surveys to ensure …

Vance Wealth Team Photo

Vance Wealth – Building Lasting Wealth and Caring Culture for 20 Years and Counting

Shanele Stoll Achieve More, Community, Press Release

  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 more, John’s first child was due within the month. “Needless to say, I took on a lot of responsibility during an uncertain time, but …

vw gratitude - With Gratitude For Your Continued Trust

With Gratitude For Your Continued Trust

VanceWealth Achieve More, Uncategorized

In a challenging market, the path to financial success can quickly start to feel unclear, uncertain, and overwhelmingly stressful. Trusting that you’re still on your way to achieving more isn’t easy. But that’s precisely when we aim to make the biggest difference for our clients. “We consider it our responsibility to not only steer you through tough markets, but also to remove the worry that typically comes with planning for your future in uncertain times,” John explained. “It’s our job …

from the desk of JV - Behind the Scenes with the Vance Wealth Team: Q3 2022

Behind the Scenes with the Vance Wealth Team: Q3 2022

VanceWealth Achieve More

Question of the Quarter Tips from Our Team for Tightening Your Belt! Many of us are looking to embrace a more frugal approach to spending. So, if you’re looking for simple tips to help you tighten your belt without making significant changes to the way you live, here are some suggestions from our team! Jerrod Ferguson – “Julie & I use a budget tracking service religiously, Mint.com (well, Julie mostly). This helps us see where our money went every month …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Vance Wealth surpasses $500 million in assets under management

Vance Wealth surpasses $500 million in assets under management

VanceWealth Achieve More, Press Release

Vance Wealth surpasses $500 million in assets under management Milestone positions Santa Clarita financial planning firm in California’s top tier of independent wealth advisers   Santa Clarita, Calif. — Vance Wealth, a financial planning firm based in Santa Clarita, reached an industry milestone entering 2022 when the firm surpassed $500 million in assets under management.   The local registered investment adviser (RIA) firm joined 132 others that have crossed that milestone in California, setting itself apart from the state’s more than …

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Achieve More: Entrepreneur Edition – A Tax Strategy That Plans For A Lifetime Of Wealth

VanceWealth Achieve More, Business Owner

Most business owners have one goal when it comes to taxes: Pay as little as possible this year. However, that isn’t how you save the most – or achieve the most – in the long run. In fact, at Vance Wealth, we believe paying taxes is the goal. Why? It means you’re successfully growing and earning more over time. “It’s safe to assume that, as a business owner, you want to grow your business in the future, so we can also assume you’ll be …

SCV business - Achieve More: 5 Ways to Support Small Businesses

Achieve More: 5 Ways to Support Small Businesses

VanceWealth Achieve More, Business Owner, Charitable Giving

At Vance Wealth, we believe collaboration drives success because we witness the power of working together every day. Whether we’re serving our clients or the community, we strive to act as a trusted partner by finding opportunities to achieve more together. And, we’ve learned this kind of spirit always pays off. That’s why we wanted to share the love by suggesting:   5 Easy Ways to Support Small Businesses: Make an effort to stay informed, and in touch, with the …

5 Kathy Health Tip - Achieve More: Health Tip with Kathy Spencer, Director of People and Culture

Achieve More: Health Tip with Kathy Spencer, Director of People and Culture

Shanele Stoll Achieve More

“Over the past year, I got out of the habit of working out. I felt lethargic, was out of shape, and put on a few pounds. In hopes of getting back on track, I checked out several YouTube workout programs I could do from home. There are several great free ones. My favorite is NourishMoveLove.com with Lindsey Bomgren. I’ve been doing her workouts 3 to 5 days per week, loving them and getting back into shape. Don’t let COVID or …

Client meeting

Making Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond

Shanele Stoll Achieve More, Financial Planning

Learning To Find The Small Wins In Financial Planning & Beyond Whether you’re living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that “the next big achievement” will deliver it is no way to live. Yet, we’ve all done it. How many days have you completed everything on your daily to-do list, only to receive 30 minutes of peace at the end of the night – if that – before the …

Health Tip Robin - Health Tip - Committed To Continuous Growth

Health Tip – Committed To Continuous Growth

VanceWealth Achieve More, Community

Director of Client Experience, Robin Strauss, finds that smart technology choices help keep her accountable to her daily goals. Since Robin’s work is relatively sedentary, she makes it a point to get moving every day. Her daily fitness goals include putting in time on her Elliptical machine each morning and walking her dog, Maxie, every night. Using her Apple watch is a crucial component of that routine because it allows her to track her progress throughout the day and course-correct …