Posts Tagged ‘vance wealth’
4 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 MoreVANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney
After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney –more affectionately known as the “office mom” – is leaving the Vance Wealth team. However, she will always be part of the family. Lisa’s planning on spending much of her downtime with her mother, whom she is currently caring…
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 MoreVance Wealth welcomes back Chris Pelch as COO
Vance Wealth welcomes back Chris Pelch as COO Santa Clarita financial planning firm hires operations officer following another year of growth Santa Clarita, Calif. — After a year of record growth, Santa Clarita-based financial planning firm Vance Wealth is excited to welcome back Chief Operating Officer Chris Pelch, who is returning to the team to…
Read MoreWith the Election Looming, Have the Results Mattered Historically for Markets?
It has been argued that the upcoming election on November 3rd between Democratic presidential nominee Joe Biden and the incumbent Republican president Donald Trump, is the most important election in history. I am not here to argue that; I believe every election is important. But, while important, has it really mattered who won (Democrat or…
Read MoreTo Our Vance Wealth Friends and Family
The past quarter brought many changes to business as usual, and though we’ve all been adjusting, I was proud to watch the Vance Wealth team find its groove with the same urgency and passion I value so much. Half of the team has chosen to work from home, and half of us have decided to…
Read MoreKeeping Calm – Even in Crisis
So much of what we aspire to in financial planning is simply freedom – freedom of your time, freedom to pursue opportunity, freedom to achieve purpose. When it allows you to live the life you’ve always imagined, working toward financial independence is a very empowering experience. But the recent global pandemic has challenged our notion…
Read MoreSocial Distancing Resources
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…
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