Jonathan Vance, CFP®, EA

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.