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FINANCIAL ADVISING

  A Fee-Only, Independent Financial Advisor 
 Located in Raleigh-Durham area. 
 Military experience, Mi 

Life in a box

 We offer customized, non-proprietary solutions solely in 
 our Clients’ best interest. 

Meet Scott Vance

Let's get acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us

 

Free eBook: Investing for Retirement

Please let us know your email address.

Fun facts

Maintain

Fewer than 10% of all U.S. citizens nearing retirement have sufficient investment or retirement income to maintain their current lifestyle.

Savings

American citizens in all age groups report the lowest level of savings during any period since 1970.

Paychecks

61% of Americans are living paycheck to paycheck, up from 43% in 2007.

Knowledge

Less than 30% of U.S. adults view their personal financial knowledge as very good or better.