What we offer
There are many financial products in the market, so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an individual assessment. When the time comes to choose from a comprehensive suite of products and services you are better informed to select those that address your unique situation.
We offer education and advice to help you gain financial security and stability. Whether you are looking to plan for retirement or save for a major purchase, we are here to help you meet your financial goals.
Stocks and bonds are no longer the only places to invest your money. Vance Capital Management LLC offers a wealth of alternative investments for those who desire to diversify some of the volatility and unpredictability of the stock market. Alternative investments can also provide portfolio diversification and more steady dividends.
As a California licensed professional fiduciary we can do trustee work as well as serve as guardian or conservator through the California court system.
Retirement often means fixed incomes and an ever decreasing supply of money. While Social Security can provide income for those who have retired it is often not enough to maintain desired lifestyles. For those who want to live well in retirement a plan is necessary and we can help you plan for the best years of your life.
Are you saving enough for taxes? Are you prepared to pay penalties on early withdrawals from retirement investments? Are you paying too much for your small business when you should be writing off legitimate expenses? We offer tax advice and preparation services to all of our clients.
We grow community for small and mid-sized businesses. We have over fifty years of experience in retail, mail order, advertising and finance.
A college education has become more important than ever for young people entering the workforce for the first time. Unfortunately with higher education comes higher debt levels. In 2017, the average college graduate entered the workforce with nearly $40,000 in student loan debts. We can help you find savings plans that are tax favored, or talk about affordable schooling options. You don’t have to start your life in debt!
Get advice on a variety of insurances such as Life insurance, Long Term Care, Health Insurance and Disability insurance. Financial planning is more than just money management, its planning for life’s unexpected events. With a well thought out plan there is never a need to go bankrupt from a financial or health related emergency.