Financial Planning
Why We Expanded to Costa Mesa: Rooted in Values, Growing with Intention
At Vance Wealth, we don’t measure success by how big we get but by how deeply we serve. Every decision we make is guided by one goal: to be the trusted financial partner our clients deserve, through every season of life. That’s why we’re proud to announce a new milestone in our journey one that…
Read MoreStaying the Course: Confidence in Uncertain Times
At Vance Wealth, we understand how uneasy financial headlines can feel — because we’re investors, too. We’ve built our lives, our careers, and our futures on the same principles we recommend to you. And that’s exactly why we believe now is the time to lean into long-term perspective. We’re in a period where interest rates…
Read MoreNavigating Market Uncertainty with Confidence
Do you ever feel like the unpredictability of today’s world is unprecedented? Many investors, especially those with progressive values or concerns about today’s political climate, may feel like we’re in uncharted territory. The headlines, the policies, the uncertainty, it can all feel overwhelming. It’s natural to think, this time feels different. But history tells a…
Read MoreFocus on Long-Term Planning, Not Headlines: Building Wealth, No Matter Who Wins
Markets are driven by more than politics. Here’s what really matters. As the 2024 U.S. presidential election approaches, many investors are still feeling anxious about how the outcome might impact the markets. While elections can spark uncertainty, history shows that markets tend to perform well over time—regardless of who occupies the White House. This year…
Read MoreStrategic Planning for Business Success: Unleashing the Potential of Balance Sheet and Cash Position to Achieve More
Maintaining financial stability is the key to long-term success in the fast-paced business world. As a business owner, it’s crucial to have a solid understanding of your company’s financial health. One of the best practices to achieve this is by regularly reviewing your balance sheet and cash position. We will explore the importance of…
Read Moresimplify365® Financial Turnaround Case Study
How To Define A Legacy
OUR APPROACH TO GENERATIONAL PROSPERITY We know you work hard to build a legacy that extends beyond yourself. Executed with intention, your financial plan forges a path to something greater – a better life for your family, security for the next generation, lasting support for a meaningful cause. When approached with the right plan, generational…
Read MoreHow does the Secure 2.0 Act of 2022 impact 529 plans, and what are some opportunities it provides?
HOW DOES THE SECURE 2.0 ACT OF 2022 IMPACT 529 PLANS, AND WHAT ARE SOME OPPORTUNITIES IT PROVIDES? Get insights from Matthew Rivera, Wealth Advisor Q: What is a 529 plan? A: A 529 plan is a savings plan designed to help families save for education expenses. The funds in a 529 plan can be…
Read MoreJohn Vance Named In Forbes 2024 Best-in-State Advisors List
Santa Clarita, Calif. — Forbes magazine named John Vance, Founder and CEO of Vance Wealth in Santa Clarita, a 2024 Best-in-State Wealth Advisor in California. This prestigious accolade celebrates outstanding financial advisors who have consistently demonstrated excellence in their profession while delivering exceptional service to their valued clients. “Here’s what our research has found: the…
Read MoreVance Wealth Expands Presence with New Office in Newport Beach
Premier Santa Clarita-based financial planning firm extends reach to serve Newport Beach community Newport Beach, Calif. — Vance Wealth, a leading provider of comprehensive financial planning solutions headquartered in Santa Clarita, proudly announces the opening of its newest office in Newport Beach, California. This strategic expansion represents a significant milestone for the company, fortifying its…
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