VANCE WEALTH

From the Desk of John Vance: Reflecting on 2024 & Embracing 2025 We’re excited to share a personal highlight reel of the past few months—filled with family moments, milestone celebrations, and focused planning for the future. #FinancialPlanning #VanceWealth #InvestInYourself https://lnkd.in/gf8mdBQa

Roses are red, violets are blue, here at Vance Wealth we love what we do! Happy Valentine’s Day from your favorite wealth management team! 😄❤️ #TeamVanceWealth #valentinesday

Business owners, does it feel like you’re constantly chasing deadlines, juggling tasks, and managing details that pull you away from growing your business? At simplify365®, we take those burdens off your plate. From tax deadlines to retirement contributions, our dedicated team works behind the scenes to ensure everything gets done—so you don’t have to. No endless meetings. No unnecessary tasks. Just progress and peace of mind. 🎥 Watch this video to see how simplify365® makes life easier for business owners like you: Watch the Video Now → https://lnkd.in/gz4rSMax #BusinessGrowth #WorkSmarter #EntrepreneurSuccess #FocusOnWhatMatters #PeaceOfMind

We are hiring! We’re seeking an Investment Associate to support investment and trading operations. In this role, you’ll ensure the smooth execution of trades, manage investment data, and collaborate with our Investment Analyst and CCO to enhance processes and outcomes. #FinancialPlanning #VanceWealth #InvestInYourself #Hiring https://lnkd.in/gJv5aqMA

As a business owner, managing your professional team—accountants, attorneys, and other advisors—can feel like a full-time job. Miscommunication and missed deadlines often create unnecessary roadblocks. At simplify365®, we take you out of the middle. By coordinating directly with your team, we ensure: ✨ Every task is handled efficiently. ✨ Your goals stay on track without delays. ✨ The stress of managing it all is off your shoulders. When your team is aligned and working together, you can focus on growing your business while we handle the details. 🎥 Watch the video to see how simplify365® makes collaboration seamless: https://lnkd.in/gkybUzbr #TeamAlignment #BusinessEfficiency #StressFreeSuccess #SeamlessCollaboration #SimplifyYourBusiness

Happy Vanvieversary, Niall! We’re so lucky to have you on the team. Your work ethic is impressive, and the way you go above and beyond for our clients truly makes a difference. On top of that, the energy and positivity you bring to the team make us even luckier to have you. Appreciate who you are and all you do!

Business owners, are you stuck in the grind—putting out fires and managing endless responsibilities? At simplify365®, we created the simplify365® Day to help you step away from the chaos and focus on growing your business. One day a month can help you: ✨ Reassess your business. ✨ Create a plan for growth. ✨ Unlock valuable tax-saving opportunities. It’s time to take control and make your business work for you. 🎥 Watch the video to learn how: https://lnkd.in/gfsQpht2 #BusinessGrowth #FinancialFreedom #SmartFinances #TimeIsMoney #ScaleYourBusiness

🔔 Must-Watch Video Update! 🔔 Join John Vance, President of Vance Wealth, as he breaks down the essentials of the 2025 Annual Market and Economic Update. 📈🌐 🎥 In this video, you’ll discover: 2024 Market Review: Understand last year's dynamics and how they impact your investments. Economic Insights: Get the latest data to steer your financial decisions wisely in the face of volatility. Investment Strategies: Learn about effective strategies to safeguard and grow your investments in the coming year. With over 20 years of expertise, John Vance delivers crucial insights that will empower you to navigate the complexities of the market with confidence. 👉 Watch Now: https://lnkd.in/gmTnKKKN 📊 This update is more than just numbers—it’s about equipping you with knowledge to protect and maximize your investments in uncertain times. #VanceWealth #EconomicUpdate #InvestmentTips #FinancialPlanning #MarketInsights

As a business owner, do you feel like you're drowning in complexity? From managing your business to juggling finances and coordinating a professional team, the challenges can quickly pile up, leaving little time for what truly matters—your family, your health, and growing your business. That’s why we created simplify365®: ✔ To take the stress off your plate. ✔ To uncover missed tax-saving opportunities. ✔ To give you back your time for the things that matter most. In this short video, see how simplify365® helps business owners like you navigate complexity, stay compliant, and focus on growth. 🎥 Watch now https://lnkd.in/gaVWWd5u #BusinessSuccess #EntrepreneurLife #WealthPlanning #TaxSavings #simplify365

Jerrod Ferguson, Vice President at Vance Wealth, has just released the 2025 Q1 Market Update. Gain valuable insights into recent market performance, the importance of diversification, and effective risk management strategies. Stay ahead in today's financial landscape and work towards your long-term goals. Read the full update here: https://lnkd.in/eE3vHdtD #MarketUpdate #FinancialPlanning #Investing #Diversification #RiskManagement #JerrodFerguson #VanceWealth