Posts Tagged ‘legacy planning’
Legacy Series: Avoiding Common Mistakes When Transferring Wealth
An interview with Vance Wealth Vice President, Jerrod Ferguson Q: What are some common mistakes high-net-worth families make when transferring wealth to the next generation? Passing on a legacy isnāt easy, and there are three common mistakes we often seeāmistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
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Donāt miss out on exclusive educational content, market updates, and live-streamed insights designed to help you stay informed and ahead. Why Subscribe? Instant Updates: Get notified about live streams and new videos as soon as theyāre available. Convenience: Access valuable content anytime, anywhere. How to Subscribe: Go to the Vance Wealth YouTube channel. Click the…
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Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, weāre not just a financial planning firmāweāre a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. Weāre seeking an Investment Associate to support investment and trading operations. In this role, youāll ensure the smooth execution of trades, manage…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, Iām filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebratingāboth personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…
Read MoreHow 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 ā 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 MoreCreating a Legacy: Achieve More through Purposeful Planning
Legacy planning is about more than passing on wealth to the next generation. At Vance Wealth, itās also about passing on the stories, lessons and values that allowed you to accumulate your wealth in the first place.Ā āThatās how you build a legacy to last,ā explained John Vance, President of Vance Wealth. āIn fact, many…
Read More5 Ways To Build A Meaningful Career Legacy
Legacy is about muchĀ moreĀ than a dollar amount. After youāve poured your heart and soul into a business, it represents a significant part of your lifeās work. Not only do you want it to thrive after youāre gone, but you also want to know that your impactĀ made a differenceĀ ā to you, your staff, your clients, and…
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