Our Areas of Expertise
Financial Planning to Protect Your Loved Ones
How would your family cope financially if you were no longer here for them? Could you maintain your current standard of living if you were to fall ill and could no longer work?
Whether it is replacing your income, paying off your debts, or setting up a legacy plan, the experienced professionals at Vancea Financial will build a plan that is tailored to your individual circumstances. We help you identify the risks that could affect their financial well-being and then develop a strategy that covers all the bases.
Ask us about our comprehensive financial security plan and how it can benefit you. We offer a variety of products and services that address issues such as Family Protection, Business Continuation, and Tax reduction strategies, among others.
Building Wealth and Wealth Management
Building wealth requires a lifelong financial planning strategy that changes as your needs change. It requires a relationship built on trust between you and your financial advisor. Unlike some organizations that are focused on bringing in as many clients as possible, Vancea Financial believes in matching you to the right financial advisor. Then we begin the process of building a long-term relationship based on trust.
We provide you with a comprehensive set of wealth building and wealth management services ranging from identifying personal risk factors that may negatively impact your financial security, debt reduction and management strategies, investment and tax-reduction planning, and investment portfolios and retirement planning.
No one likes to think about being incapacitated by an accident or a devastating illness, but the reality is that you must be prepared for any eventuality. A loss of one or the sole income in a household can have devastating effects on those who rely on you for their financial well-being. Accidents and illnesses can not only result in the loss of income, but in additional unanticipated medical bills.
Don’t get caught unprepared! Vancea Financial’s advisors can introduce you to products designed to allow you to maintain dignity in the face of difficult choices, including options for speed and quality of treatment, insurance protection, and other practical services to help during a difficult time.
What does your dream retirement look like? Let us help you make that dream a reality. Whether you want to start a small business, move to a tropical paradise, or just have enough money to spoil the grandkids, we can help you plan now so that you will be able to enjoy retirement when the time is right for you.
Vancea Financial takes care of the practical part of retirement planning so that you can spend time focused on the dream. We help you identify and assess the risks that life can throw your way so that you’re prepared for any eventuality.
Vancea’s financial advisors can help you plan your retirement strategy, calculate the retirement income you will need and how much you need to save to get there. We can walk you through the different pension and retirement savings products available to make your retirement financially comfortable and together we will create the financial strategy that’s right for you.
You've worked hard to build up your personal wealth. Estate planning services are a prudent way to ensure that the wealth you leave behind ends up in the hands of those you love.
Vancea Financial's professionals can put together a plan that helps ensure the maximum amount of the wealth you have spent a lifetime building will go to the recipients of your choosing.
Let us help you carry forward your legacy even once you are no longer here. We can put a plan in place that continues to benefit your loved ones after your passing. Ask us about family protection products and tax sheltering strategies, and about how we can help you take care of your loved ones for years to come.
Business Owner Strategies
The way you protect your business is just as important as the reputation you have built for it. In many ways, your business forms an important part of your personal legacy. Are you confident that you have identified and planned for all the potential risks that may face your business over the short and long term?
Vancea Financial takes a different approach than most financial services providers. We work with you to identify the risks that could threaten the profitability of your business, and then work with you to help ensure you have the products and services to prepare for those risks.
Our approach represents a successful mix of strategy, business acumen and most importantly, the right team members. Safeguard your assets through succession planning strategies with a focus on insurance and pension plans, tax-reduction strategies, and recruitment and retention.
At Vancea Financial Group we believe in helping owners of companies design plans tailored to their company’s specific needs. We not only shop the industry for you, but report our findings and figures to you for consideration. We also make recommendations based on our experience to help you make informed decisions. Our goal is to earn your business.
Whether you’re looking for a fully insured benefits plan or a budgeted ASO (Administrative Services Only), healthcare spending accounts, or a combination thereof, Vancea Financial will help you pick the right benefits plan for your company.
What Our Clients Say About Us
PrimaCare Community Family Health Team
Elaine Perry & Richard Witcombe
John & Judy George
Karen Hurson – Hurson Property Management Inc.
I am always reassured by Bob's understanding of my life challenges as a single senior and I am very grateful for his perspective and guidance over the years. This is a man who understands good old fashioned customer service and I can count on his quick response when I need his assistance. I'm grateful to have this stellar professional in my corner and his sage advice has increased my investments substantially and consistently. Thank you Bob, you're the best!