Vance Capital Management, LLC
Creating your future today!
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Vance Capital Management, LLC

Financial Planning Services

 

Creating your future today

Vance Capital Management, LLC was created with the vision of helping people prepare their lives for financial security and stability. We are dedicated to providing investment management and strategic wealth planning. Whether you’re saving for college tuition, a new car, home or retirement we believe that there is no financial goal that cannot be met with the right planning and execution.

As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. We accomplish this goal through client collaboration and education while providing access to quality investment options. Whether you’re looking to invest in the stock markets, retirement accounts or alternative investments, we have the solutions to help you meet your financial goals.

 

Contact

➤ LOCATION

14570 Mono Way, Suite A
Sonora, CA 95370

☎ CONTACT

bvance@vancecm.com
(800) 750-4457
(209) 533-8404

 

Our Services


Financial Advice

We offer education and advice to help you gain financial security. Whether you are looking to plan for retirement or save for a major purchase, we are here to help you meet your financial goals.


College Savings

College is more expensive than ever and requires careful planning to avoid going into debt. We offer savings plans and advice on how to get an education without the pressure of incurring massive loans.


Tax Preparation

Do you have sufficient funds to cover your tax bills each year? Perhaps you are paying too much? Vance Capital Management offers tax preparation services and advice.


Insurance

Get advice on Life insurance, Long Term Care insurance or Disability. There is no need to go bankrupt when we have options to protect you from life’s unexpected events.


Retirement Planning

Social Security can help you after you retire but is it going to be enough to live on or maintain your desired lifestyle? There are a variety of long term investments that can ensure your retirement is worry free.


Alternative Investments

Vance Capital Management offers a wealth of alternative investments for those who want to avoid the volatility of the stock market. Alternative investments are also provide great opportunities to diversify your financial portfolio.

 
 

 
 
Financial freedom is available to those who learn about it and work for it.
— Robert Kiyosaki
 
 

 
 
 

Let's Chat.

Use the form below to contact us regarding your financial inquiry. Are you looking to save for retirement? Purchase a home or car? Save for college? Diversify your investment portfolio? Let us know your goals and we can set up an appointment to speak with one of our certified financial planners. You may also email or call us to make an appointment.

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