Posts Tagged ‘Santa Clarita’
Attract Top Talent With Superior Benefits – Employee Financial Wellness
As an employer, it’s easy to dismiss your employee’s financial wellness as a personal matter. If it affects business, however, then it becomes your business. An annual PwC Employee Financial Wellness Survey found that 35% of employees are distracted at work due to financial matters. Additionally, a study by Fidelity Investments found that employees with high debt…
Read MoreVance Team Member Spotlight: Chris Pelch
When Chris Pelch came back to Vance Wealth, it was like returning home to family. As Chief Operating Officer, Chris helps strengthen and support the team every day, while continuing to help clients achieve more in business and life. He most enjoys working with a team of people he respects and admires, and he’s uniquely…
Read MoreIn the Community: Networking with NextSCV
Calling all young professionals! NextSCV, the SCV Chamber of Commerce young professionals council, came back with an in-person event that featured team trivia, local brews, and a seriously good time. On June 23, Vance Wealth team members Jerrod Ferguson and Tara White co-chaired a sold-out NextSCV Trivia Night alongside co-chair Chris Page from The City of…
Read MoreHealth Tip – Committed To Continuous Growth
Director of Client Experience, Robin Strauss, finds that smart technology choices help keep her accountable to her daily goals. Since Robin’s work is relatively sedentary, she makes it a point to get moving every day. Her daily fitness goals include putting in time on her Elliptical machine each morning and walking her dog, Maxie, every…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It…
Read More4 Keys to a Strong Financial Foundation for business owners
At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when it’s needed to forge a path to something greater. For business owners, this includes a financial plan for your company…
Read MoreDaily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners
If a financial plan is a company’s roadmap to success, then its operations are the daily steps to achieve that success. That’s why it’s so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your…
Read MoreWhat’s your money story?
What’s your money story? We all have one. Our money story is tied to the beliefs that we learned when we were children, from birth to about 8 or 9 years old. We took in information we couldn’t filter it, so if we heard stories of lack, fear or abundance, that’s what we knew to…
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