Welcome to the new Vance Capital Management, LLC website!
Client satisfaction is very important to us here at VCM. We are always looking for new and better ways to communicate with clients and provide them with the tools and education to take control of their finances. Our new site aims to provide clients with a better understanding of what we can do to help our clients.
For example, did you know that we offer tax advice and services? Bob is an Enrolled Agent which means he can handle even the most complicated tax returns.
Many of you may not be aware that we also offer insurance services for life insurance, disability insurance, Medicare Supplements and long term care insurance, all things that we believe should be a part of your financial plan.
Most recently, Bob became licensed as a California Licensed Professional Fiduciary (CLPF) which means he can serve as a legal guardian, conservator or trustee for clients in need of those services.
These are only a few of the many services and options we are proud to offer our clients. With two Certified Financial Planners on staff we believe that we provide a level of experience and understanding that many firms cannot. We are also personally invested in the products we manage meaning we aren’t going to steer you towards investments we don’t believe are the best for you as well as our own families.
We have also updated our resources section with what we believe are forms and tools that will help you with your financial planning. We want to educate as much as serve; it is our belief that clients should have the knowledge to make the best choices possible and we are here to provide knowledge and answer any questions that you may have.
We will be updating the resources section with more forms to help automate processes and leverage technology in a way that makes life easier on you. We welcome any comments and suggestions you may have for the new Vance Capital Management LLC website.