Jonathan Vance, CFP®, EA
Flat Fee, Tax-Focused Financial Planning
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Serving Clients Nationwide
Flat Fee, Tax-Focused Financial Planning
Areas of Focus
- Investment Management
- Retirement Planning
- Social Security
- Tax-Smart Distribution Planning
- Taxes
About 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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
-
CFP Board
- Fee Only Network
- Flat Fee Advisors
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Springfield, MO 65810
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. Once submitted, I will contact you within 24 hours (excluding weekends and holidays). For further details on the process for becoming a new client, please visit the pricing page on my website.Offers Investment Management
Yes
About Vance Financial Planning
I Specialize In Subject Areas Like▪️ Retirement Income Planning
▪️ Retirement Tax Planning (Roth conversions, Social Security taxability, etc.)
▪️ Managing IRMAA surcharges (Income Related Monthly Adjustment Amounts to Medicare premiums)
▪️ Tax Smart Charitable Giving
Through Three Transparent Service Offerings
✔️ Hourly Advice: For short, limited scope questions.
✔️ Project Plan: For bigger questions like, “What should we be doing over the next 5 years to prepare for retirement.”
✔️ Wealth Management: For an ongoing relationship, structured meetings, and advisor-managed investments. (Generally reserved for those who are retired or within a few years of retiring.)
Education
Missouri State University, Bachelor's degree, Finance | Ozarks Technical Community College, Associate's degree, Business
Hobbies and Interests
- Family
- Football
- Relaxing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Corporate Executives
- Couples
- Dentists
- Dual Income Family
- Gen X
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Living in Retirement
- Physicians
- Remote Workers
- Sales Professionals
- Technology Professionals
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