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Blog, Financial Planning, legacy

How To Define A Legacy

OUR APPROACH TO GENERATIONAL PROSPERITY We know you work hard to build a legacy that extends beyond yourself. Executed with intention, your financial plan forges a path to something greater – a better

Financial Planning, legacy

Creating a Legacy: Achieve More through Purposeful Planning

Legacy planning is about more than passing on wealth to the next generation. At Vance Wealth, it's also about passing on the stories, lessons and values that allowed you to accumulate your wealth in t

Financial Planning, legacy

Build a Lasting Legacy – 5 Steps To Planning Your Legacy With Purpose & Intention

Build a Lasting Legacy 5 Steps To Planning Your Legacy With Purpose & Intention Every day, we spend our time and energy trying to get from where we are to where we want to be. 

Business Owner, legacy

5 Ways To Build A Meaningful Career Legacy

Legacy is about much more than a dollar amount. After you’ve poured your heart and soul into a business, it represents a significant part of your life’s work. Not only do you want it to thrive after y