Who We Are and What We Do
As a division of Vance Wealth, simplify365® is designed to equip business owners with the tools to navigate the intricate landscape of financial management with assurance and ease. Our core mission is to deliver financial strategies tailored to help navigate the complexities of wealth management, tax planning, and business operations.
By leveraging Vance Wealth’s established reputation for excellence, client-centric approach, and cutting-edge financial solutions, we extend this legacy into a specialized service. We strive to optimize both the personal and professional aspects of business owners’ lives.
simplify365® is headquartered in Santa Clarita, California, with additional offices in Pasadena and Newport Beach.
Why simplify365®
Running a business is as rewarding as it is demanding. When personal and professional lives intertwine, business owners look for ways of simplifying both while still achieving their goals. And that is the premise on which simplify365® was based.
In our commitment to meeting entrepreneurs where they are, we’ve tailored our services to provide valuable tax, business, and retirement planning strategies. Our proactive planning aims to help visionaries thrive and contribute positively to their community.
Our Commitment
Simplifying Life and Business
We are dedicated to helping our clients focus on what matters most, working toward a healthy balance between their life and business goals.
Enhancing Profitability
At their core, our programs are crafted to help enhance profitability and support the pursuit of long-term financial security.
Smarter Tax Strategies
We employ innovative strategies to simplify handling your tax liabilities and positively impact your financial health.
Comprehensive Financial Roadmap
We offer a holistic, proactive financial roadmap designed to assist every client in achieving their business goals.
Client Care Philosophy
We are committed to understanding and supporting clients, helping them work towards their financial goals with greater confidence.
Expertise and Credentials
We employ highly qualified professionals, able to provide comprehensive financial solutions to every client.
Discover Our Journey Through Time
Learn about the significant milestones that have shaped our company's history.
2003
Founding and Expansion
- Founded in Santa Clarita, California.
- Expanded to Pasadena, California
2015
Business and Tax Planning
Began a specialty practice in business and tax planning services to optimize tax strategies for business owners.
2017
Corporate Retirement Plans
Introduced corporate retirement plans to assist business owners with their employees’ retirement needs.
2020
2020 Registered as RIA
As an independent Registered Investment Advisor (RIA), we are able to provide more personalized, fiduciary-level investment advice and comprehensive wealth management services to our clients.
2022
Launch and Registration of simplify365®
- Officially launched simplify365®, a service designed to help business owners save time and reduce taxes.
- Registered the simplify365® trademark to protect the brand and service.
2023
Newport Bach Expansion
Expanded our presence to Newport Beach, California to better serve our growing client base in Orange County and other essential financial hubs
Meet Our Team
Get to know the experts behind simplify365®.