Cindy Vance Insurance & Financial Services Inc.

06/02/2025

05/29/2025

Don’t have a traditional pension? How else can you get retirement income guaranteed to last as long as you live?
Unlike withdrawals from a 401(k), annuities can offer payments that never run out. Let’s talk about insuring your retirement.

05/27/2025

The good news: we’re living longer.
The bad news: Social Security isn’t funded for this.
Let’s talk about how you’re preparing for a secure retirement.

05/21/2025

Worried where the markets are heading next? Short-term volatility have you doubting your long-term strategies? Let’s review your investment objectives and risk tolerance, and talk about a disciplined, long-term approach to building your wealth.

05/19/2025

Beneficiaries aren’t just for life insurance. As you review retirement planning, be sure to check who’s named to get the value of any 401(k), IRA, mutual fund, or bank accounts when you’re gone. A will won’t help if an account automatically transfers to a new owner when you die.

05/16/2025

“AI changes everything!”

Not quite everything. Some things haven’t changed.

A disciplined savings plan helps build wealth.

A diversified portfolio helps reduce risk.

I’m here to help you.

Let’s talk.

05/16/2025

Which is better, a Traditional IRA, or a Roth IRA?

Both have benefits! One thing’s for sure: an IRA that you’ve started saving in is better than an IRA you’re still thinking about.

As we kick off the New Year, let’s talk about your financial future.

05/14/2025

How many employers have you had over the years?

How many of them had retirement plans?

Do you know where your money from those plans is now?

Let’s review all your retirement assets, and I can help as you chart a course to your financial future.