Posts Tagged ‘legacy planning’
From the Desk of John Vance
To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, I’m filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebrating—both 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 – 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, it’s also about passing on the stories, lessons and values that allowed you to accumulate your wealth in the first place. “That’s how you build a legacy to last,” explained John Vance, President of Vance Wealth. “In fact, many…
Read More5 Ways To Build A Meaningful Career Legacy
Legacy is about much more than a dollar amount. After you’ve poured your heart and soul into a business, it represents a significant part of your life’s work. Not only do you want it to thrive after you’re gone, but you also want to know that your impact made a difference – to you, your staff, your clients, and…
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