VANCE WEALTH

What are some common mistakes high-net-worth families make when transferring wealth to the next generation? #FinancialPlanning #VanceWealth #InvestInYourself https://lnkd.in/gridV9Zj

As a business owner, managing finances can feel like a never-ending challenge. Are you: ❌ Struggling with overwhelming tax complexities? ❌ Optimizing your payroll and retirement plan design? ❌ Wondering how to align your finances with your business goals? simplify365® is the solution you’ve been waiting for. We simplify your financial life so you can focus on what truly matters—growing your business. https://lnkd.in/ggUZfj7F Let us handle the stress and give you back your time

🎉 Happy Birthday, Carrisa Flores! 🎉 Today, we’re celebrating Carrisa, who brings kindness, a strong work ethic, and an unwavering commitment to continuous growth to everything she does! She’s an incredible part of our team, always leading by example and inspiring those around her. 💛 We love this photo of Carrisa surrounded by family—because that’s exactly who she is! Someone who brings people together, creates special moments, and makes life better for those around her. Carrisa, we hope your day is as amazing and full of joy as you are! Wishing you a fantastic year ahead! 🎂🎁✨ Drop your birthday wishes below! ⬇️ 🎉 #HappyBirthday #Celebrate #Team

Are you wearing green today? Happy Saint Patrick's Day from the Vance Wealth Team! And shout out to Robin with her Recipes. Green Crumb Cake was a great way to get in the holiday spirit. #stpatricksday #finance #wealthmanagement

Cookie Pizza and Root Beer Float time! Join us in wishing a Happy Birthday to Jason and Niall! #team #financialplanning #finance #wealthmanagement

Don’t miss out on exclusive educational content, market updates, and live-streamed insights designed to help you stay informed and ahead. https://lnkd.in/gPr5gUTH #FinancialPlanning #VanceWealth #InvestInYourself

💼 How Strategic Tax Planning Saved Over $80,000 Are you maximizing your tax-saving opportunities? In our latest video, we share a real-life case study of how simplify365® helped a high-earning attorney: ✅ Save over $80,000 in taxes. ✅ Utilize the Pass-Through Entity Tax Deduction and Augusta Rule. ✅ Optimize payroll for additional savings and retirement contributions. 📽️ Watch the full story and see how strategic tax planning could make a difference for you: https://lnkd.in/g_3Cniew Your tax strategy should be as unique as your financial goals. Let’s talk about how simplify365® can help. #TaxSavings #WealthManagement #simplify365 #FinancialPlanning

💼 Is Your Corporate Retirement Plan Costing Too Much? Many businesses are unknowingly overpaying on their 401(k) plans. Without regular fee reviews and optimizations, costs can skyrocket—hurting your bottom line and employee outcomes. In our latest video, discover how we: ✅ Saved a business owner over $38,000 annually on their 401(k) plan fees. ✅ Simplified administration with fiduciary services. ✅ Improved investment options to benefit employees. 📽️ Watch the full story here: https://lnkd.in/gS8eQsPW It’s time to take control of your corporate retirement plan. Learn how proactive management can benefit your business and employees. #401kSavings #RetirementPlanning #SmartInvesting #BusinessEfficiency #FinancialSuccess

🚨 Market Uncertainty? We've Got You Covered! 🚨 Jerrod Ferguson just filmed an insightful video on navigating the current market uncertainty with confidence. 📈 If you’re looking for practical advice and strategies, this is a must-watch! 👉 Watch the video here: https://lnkd.in/g6-3w5CX And if you want to dive even deeper, Tyler’s latest blog breaks down the details and offers even more valuable insights. 💡 👉 Read Tyler Tilton, CFP®, CEPA’s blog here: https://lnkd.in/gNBiHeiY Stay informed, stay confident, and as always, we’re here to help! #MarketUncertainty #FinancialConfidence #InvestmentStrategy #VanceWealth

Josh Mumper Earns CERTIFIED FINANCIAL PLANNER™ Designation At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today we’re excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. #FinancialPlanning #VanceWealth #InvestInYourself https://lnkd.in/gvEF3hes