JV blog - In the Community - John Vance Leads The SCV Chamber Board In 2021

In the Community – John Vance Leads The SCV Chamber Board In 2021

Shanele Stoll Uncategorized

As part of his commitment to support the community, John Vance is excited to serve as the 2021 Chair of the Board of Directors for the Santa Clarita Valley Chamber of Commerce. Vance Wealth first joined the Chamber back when the firm started in 2003, and John has been on the board for the past two years. Now, as Chair, he will take the helm during a pivotal year. “We’ve seen a lot of small businesses struggle in the past …

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Achieve More: Entrepreneur Edition – 5 Ways Business Can Save With Proper Planning

Shanele Stoll Uncategorized

This year has been an incredible challenge for many businesses, as owners and employees alike adapt to quick, constant and sweeping change. While we all continue to settle into our new normal, the time has come for business owners to apply that same fresh eye and willingness to adapt to their financial plan. Why now? The end of the year is nearing, and the time to pivot is running out. “If you’ve been approaching your finances with the same mindset …

John and Lauren 2 - From the Desk of John Vance - To Our Vance Wealth Friends and Family

From the Desk of John Vance – To Our Vance Wealth Friends and Family

Shanele Stoll Achieve More, Uncategorized

To Our Vance Wealth Friends and Family, Though it’s been a tough year in many ways, I’ve spent a lot of this time looking for the silver linings and hidden opportunities, and in October, I found one when I got the chance to do something special with my daughter, Lauren. As a student at Valencia High School, her new reality is attending senior year from her bedroom every day, which isn’t how any of us imagined it. So, to find …

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 …

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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 …

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. …