Who We Serve


At Vance Wealth Group, we believe our diverse clientele all have one very important thing in common: they understand the value of having a dedicated and experienced financial planning team on their side. We understand that you are not just planning for one goal; you are planning for a lifetime’s worth. Our team provides the support you need to help you get there.


While our clients represent a broad range of different backgrounds and goals, our team does have specialized experience serving some groups in particular.

Business Owners Financial Planning

Check out our latest Video - How Vance Wealth Group helps Business Owners! Let us know what you think!

Posted by Vance Wealth Group, Inc. on Friday, September 23, 2016
  • I'm still working, but how do I know if I'm saving enough?

  • What is the "right time" to begin collecting my Social Security benefits?

  • Do I have what I need for a retirement that could last 20 years? 30 years? Beyond?
If you've spent time worrying about questions like these, you aren't alone. Vance Wealth Group has been seeing our clients though this major transition for years, and we have the experience and vision to help see you through it too.


Whether you are already retired or you are still planning for it, we can help you establish a comprehensive retirement income plan designed to meet your needs, both now and long into the future.



The needs and complexities that the business owners we work with are as widely varied as their unique businesses themselves.

  • Do you know the best strategy to pay yourself and your employees?

  • Are you planning to sell your business? Are you prepared for what that transition will look like?

  • How can you be sure that the benefits you provide to your employees are best for their needs, AND best for the business?
Working with business owners is exciting - you have a passion and a vision, and we have the knowledge and experience to help you get there.
 


The families we work with take on many different shapes and sizes:  You may be focused on building and preserving your families’ wealth.  You could be interested in leaving a legacy for generations to come. You may have inherited money, saved and invested it over the years, or earned it through your business. 


You are determined to maintain control of your financial future, and you may need a financial advisor who can help you create an organized wealth management system that can work for you today and in the future.  The team of professionals at Vance Wealth Group can be both your coach and your financial partner. We understand the complex needs of a large estate, and we can connect your family with the tax, legal, and insurance professionals you need to help ensure your family's legacy is preserved.*


*Raymond James financial advisors do not render tax or legal advice



It’s easy to understand that financial implications play a huge role in any divorce settlement. Managing assets and debts, figuring out how to support your family, pay for college, and handle your mortgage are issues everyone deals with, but the added complexity of negotiating these into divorce proceedings can quickly feel overwhelming.

Will I have enough to get by? Is this fair? What will I be giving up? How will this decision affect me a year down the line? Five years? Twenty years?
For many people, a divorce is the single biggest financial transition they will go through in life, and our team can help you navigate through it. We can work in a number of different capacities depending on the unique circumstances of each case, but the motivation is always the same; to help create a financial settlement that can work – both now and in the future.

Start Today!


Our team of advisors are ready to help you acheive your goals and build your financial future.

To learn more about what we can do for you, contact us today!


888-775-0950

 

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