Vance Capital Management, LLC
Creating your future today!

Year End Checklist

Now is the time to evaluate your personal finances to prepare yourself for next year!

With the end of the year rapidly approaching it is a great time to examine your finances and update your plans. Below is a list of important items for you to review. Check the items that you would like to discuss and we will create a plan and make necessary adjustments for your financial future! Call us today to schedule your review. 209.533.8404


Check the box next to any item that applies to your finances or that you need to discuss.

Name *
Name
Taxes
Review your tax information for possible changes in the next year.
Retirement
Review your retirement accounts
Investments
Review your investment goals and strategies.
Insurance
Review your insurance policies
Milestones
Is it time to apply for social security? Medicare? Do you have to take your required minimum distributions?
Health
Review your health insurance coverage and options.
Family
Review trusts and education accounts
Changes
Review any major life changes and consider their financial impact.
Enter any thoughts or questions before you meet with our planners