Financial Planning for your Secure Future
Personal financial management is the process of addressing your
money concerns in the context of your overall financial situation.
It is an organized, well-planned approach that includes identifying
your financial goals and priorities including education, tax, retirement,
estate and risk management, among others. At Vance & Associates,
we have been successful in helping individuals increase financial
performance to fulfill their goals. Call (757) 496-6613 to get started
now.
- For those needing professional advice on his/her retirement needs
(portfolio, IRA or stock accounts), household budget, college savings
plans, investments, bankruptcy, preparation of loan applications
- Can be done independently of a tax return, but
beneficial to look at the entire picture
- Only done with the CPA
- Fees begin at $125/per hour for the consultation, or can be added
to the cost of tax preparation at a discounted fee
