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.
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.
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.
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!