Business Owner
When the world is changing … so should your financial plan
Since the coronavirus outbreak, planning ahead has never felt more difficult. From revenue projections to school schedules, our daily lives have been focused on short-term solutions without much guarantee of what the future may hold. We’ve been running our businesses and lives in survival mode because, for a time, it was necessary. But at some…
Read MoreLead Your Team Through Uncertain Times
During uncertain times, the difference between surviving and thriving is adaptability. We’re amid a massive economic, political, and social disruption, while the COVID-19 pandemic and its aftermath will continue to create far-reaching change. Some businesses will fail because they can’t or won’t pivot; however, the marketplace will also see tremendous innovation and cultural shifts, as companies…
Read MoreJOHN VANCE NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
SANTA CLARITA, CA – John Vance Founder and President of Vance Wealth located at 26491 Summit Circle, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online January, 16, 2020. The Forbes ranking of Best-In-State…
Read MoreSECURE Act of 2019
For some time now, we’ve been following the SECURE Act as it made its way through Congress. Now the retirement savings reform bill has become law, and we wanted to offer an update on its provisions. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 broadens the effectiveness of individual retirement…
Read MoreImprove the health of your retirement plan with Advanced 401K Solutions
Vance Wealth has long committed to provide consistent education to team members, clients and the community. It’s more than a promise; it’s a care philosophy that guides our culture and growth. When we noticed a glaring gap in education and services for business owners and their employees; we felt compelled to act. “Our market research,…
Read MoreBusiness Exits: How To Decide With Your Head Not Your Heart
Business exits are racked with emotion and indecision. Learn how to approach your sale without the emotional burden, so you can get what you need. As a business owner, you spend most of your working years on steady, profitable expansion. When you’re calling the shots, there’s no limit to your growth, and there’s always more…
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