13 West Pine Street,
We believe our systematic, disciplined approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We can help you answer the four critical questions about retirement:
In the process, we can help you discover the answers to these questions:
Our experienced professionals have helped many people just like you with similar issues and concerns.
VANCO Financial Group offers holistic FINANCIAL PLANNING advice for families, whether employees or business owners.We are not aligned or affiliated with, or beholden to, any particular Insurance Company or Stock Broker. We manufacture no financial products.We recommend the use of INVESTMENT, RETIREMENT and TAX-ADVANTAGED strategies as appropriate. We may recommend specific products to facilitate or adopt such a strategy.At present, we do not offer or recommend specific securities, but are prepared to review offerings and portfolios as they relate to our clients' financial objectives.
We specialize in working with loving families who are responsible, serious about their money, and concerned about planning and securing their future financial environment. No two client families are alike. However, we have found that our approach is designed to address most individual situations.
If we cannot help you, good for you! You are set for life!
College Expense Planning
401(k), 403(b), 457
Traditional IRA, Roth IEA, SEP, Simple,
Social Security Elections
Trust & Estate Planning
Bonds – Municipal & Corporate
Stocks – Common & Preferred
Exchange Traded Funds
Tax-Incentivized Funds & Partnerships
Disability Income Insurance