PH JF Guest 1016x677 - The Quest for Excellence - Let’s talk about the ABC’s of why you should hire a Financial Advisor.

The Quest for Excellence – Let’s talk about the ABC’s of why you should hire a Financial Advisor.

VanceWealth Uncategorized

As much as I enjoy working out, there are some days I just don’t want to go to the gym. I understand the health benefits and how good I feel afterwards, yet somedays, I have no interest. Enter the personal trainer. The person whose primary focus is my health and wellness. She loves to witness my constant improvement and personal growth, both personally and physically. Not only does she keep me on track with my workout routine, proper form and …

061218 Vance Wealth Marketing Day 2 SchlickArt 7231SRGBlowres 1016x677 - 3 Myths & Truths About College Savings That Will Raise Your Spirits

3 Myths & Truths About College Savings That Will Raise Your Spirits

VanceWealth Uncategorized

College savings can feel like an impossible task thanks to these three common myths; however, the truth is bound to lift your spirits and help you get started.   For many families, saving for college is such a daunting task that it ends up feeling more defeating than empowering. There are a handful of myths and misconceptions about the college savings process that can be even more immobilizing, preventing parents from ever getting started. At Vance Wealth, it’s our mission …

Group TT PH Natasha 1016x677 - The Value of a Financial Advisor

The Value of a Financial Advisor

VanceWealth Market Commentary, Retirement, Uncategorized

Take any successful athlete and you will find a brilliant coach by their side. On their own, the athlete can oftentimes obtain great results, but with the guidance, experience and insight of their coach, new levels of success can be achieved. You’ll find this in many professions, as executive coaches, business coaches and life coaches can take individuals to new heights, professionally and personally. Financial advisors are no different. As the ‘quarterback’ for their client, the added value of working …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Social Distancing Resources

Social Distancing Resources

VanceWealth Uncategorized

We understand that many people are working from home and trying their best to practice social distancing. We wanted to provide you with some resources that might make your new day- to- day adjustment a bit easier.  We hope that this information might be useful to pass along to others. Grocery Delivery Services: Amazon Instacart Wal-Mart Grocery Delivery Omaha Steaks Food Delivery Services: Santa Clarita Food delivery:  WeGo SCV https://www.wegoscv.com/ Uber Eats DoorDash GrubHub Postmates CDC’s Official Website for COVID-19 Updates: …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Aging in the Tech Era - What it means for Your Future

Aging in the Tech Era – What it means for Your Future

VanceWealth Uncategorized

It’s no secret that the explosive rise of technology in recent decades has drastically changed the landscape of our everyday world. So it shouldn’t come as a surprise that advancing technology has a particularly far-reaching impact on members of the older generations. Today’s seniors are using this world of new possibilities to live longer, more independent and fulfilling lives. According to their website, the MIT AgeLab “…is a multidisciplinary research program that works with business, government, and NGOs to improve …

1 Cover Pic 1016x789 - How Do You Define Wealth?

How Do You Define Wealth?

Shanele Stoll Uncategorized

The True Purpose Of Vance Wealth At Vance Wealth, financial planning isn’t just about the numbers. Through thoughtful planning and introspective goal setting, we strive to show you how financial success can support a long, healthy life and create a lasting impact for you, your loved ones, and your community. Why? In our experience, true wealth has the means to improve your life and the lives of others. As we look ahead to a new decade, we’ve been deeply inspired …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Restoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.

Restoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.

VanceWealth Uncategorized

The loss of a spouse is something we spend nearly our entire lives fearing, which also means we don’t typically spend a lot of time thinking — or planning — for this kind of event. But in a moment of devastating pain, having a plan gives you the confidence to focus on what really matters, rather than worrying about where the money will come from. “It’s our job to help you protect those who matter most, and that’s more than …

Sudden Wealth - Turn Sudden Wealth Into Forever Wealth

Turn Sudden Wealth Into Forever Wealth

VanceWealth Uncategorized

We’ve all imagined coming into sudden wealth at some point, so what does your dream look like? Maybe it’s a business sale, a massive sign-on bonus, book royalties, a wildly popular invention, or even YouTube stardom. Perhaps you know you’ll eventually experience sudden wealth by receiving an inheritance. Well, what if that money became real? How would you handle it? Would you end up bankrupt, as many others do after receiving a lump sum or would you be able to …

Advanced 401k Primary Logo Black Text 2017 1016x383 - Improve the health of your retirement plan with Advanced 401K Solutions

Improve the health of your retirement plan with Advanced 401K Solutions

VanceWealth Business Owner, Tax Issues, Uncategorized

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, concluded that the small-business space was underserved and undereducated in terms of their 401k plan options,” explained John Vance, Founder and President of Vance Wealth. …

061118 Vance Wealth Marketing Day 1 SchlickArt 5538SRGB 1016x737 - Jerrod Ferguson Named Vice President of Vance Wealth

Jerrod Ferguson Named Vice President of Vance Wealth

VanceWealth Uncategorized

Vance Wealth announces longtime Wealth Advisor Jerrod Ferguson as the Vice President of the company.   Please join the Vance Wealth team in celebrating our Vice President and Wealth Advisor, Jerrod Ferguson! “All of us at Vance Wealth are excited to announce Jerrod as Vice President, a role he’s been unofficially acting in as the practice has grown,” said Vance Wealth Founder and President John Vance. “I named Jerrod our Vice President because his dedication, level of knowledge, and care …