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Products & Services

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:

  • Investing principles and strategies
  • Major purchase analysis
  • Retirement planning and distribution strategies
  • Estate conservation 
  • Risk management and risk avoidance

We can help you answer the four critical questions about retirement

  1.  What rate of return must you earn on your savings and investments to be able to retire at your current standard of living and have your money last through your life expectancy?
  2.  How much do you need to save --monthly or annually-- to be able to retire at your current standard of living?
  3.  Doing what you are doing currently, how long will you have to work to be able to retire and live at your current standard of living?  
  4.  If you do nothing different than what you are doing today, how much will you have to reduce your standard of living at retirement for your money to last for your lifetime? 

In the process, we can help you discover the answers to these questions:

  • Can I retire early?
  • Is my money working hard enough... and who controls it?
  • What’s the best approach for college savings?
  • Are my assets exposed to unseen risk?
  • Do my plans include tax-smart strategies?
  • What are the elements of a sound estate strategy?
  • Do I have enough protection for my family?

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!

Financial Planning

Tax Planning

College Expense Planning

Retirement Plans

       401(k), 403(b), 457

       Traditional IRA, Roth IEA, SEP, Simple,

       Educational

       Profit Sharing

       ESOP

       Defined Benefit

       Social Security Elections

Business Exit/Transition

Trust & Estate Planning

Investments

Government Securities

Bonds – Municipal & Corporate

Stocks – Common & Preferred

Qualified Plans

Mutual Funds

Exchange Traded Funds

Tax-Incentivized Funds & Partnerships

Real Estate

Annuities

Insurance

Disability Income Insurance

Life Insurance 

Health Insurance  

Long-Term-Care Insurance 

Casualty Insurance

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