Jonathan Vance
Vance Financial Planning
springfield, MO
- CFP®
- EA
Contact Jonathan
Schedule Free ConsultationJonathan can help you with
- Tax Strategy
- Retirement Planning
- Insurance Planning
- Tax Optimization
- Investment Analysis
- Employee Benefits
Jonathan specializes in
- Technology Professional/Engineer
- Corporate Officer
- Medical Professional
- Attorney at Law
- Construction Worker
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Medicare Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Life Event Planning
- Windfall Planning
- Real Estate Planning
- Travel Planning
Pricing
- Hourly Advice: $225/hour
- Project Plan: $2,700
- Wealth Management (investment management + ongoing planning): $6,500/year
About
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!).
Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms.
During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions.
I started Vance Financial Planning to help these folks with questions like:
- Am I in a good position to retire in 5 years?
- What changes should I be making now to prepare for my retirement transition?
- Do increased Medicare premiums (IRMAA) matter in my retirement plan?
- Are my investments allocated tax efficiently for my situation?
- How do I take income from my accounts when I’m retired?
If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.