Hi, I'm Jonathan (Jon) Vance. I focus on helping clients navigate the transition away from work and into what they consider "retirement". Since entering the financial planning profession in 2021, I have been helping families answer questions like: - How do I make sure I don't run out of money before I run out of life? - How do I turn my investment accounts into a regular paycheck? - How do I manage and plan for taxes throughout the different phases of retirement? - How do my legacy goals (like gifts to family and/or charity) fit in with the rest of my retirement plans? - And more! Prior to opening my independent practice in 2025, I served hundreds of clients across two national wealth management firms in their Springfield, Missouri offices. I also gained foundational experience at a boutique registered investment adviser (RIA) firm directly after graduating from Missouri State University's personal financial planning program. At my current practice, I've had the opportunity to work with wonderful families here locally in Missouri and across six other states. I am currently accepting new clients and plan to do so until my practice reaches capacity. At that point, I will close my practice to new relationships and focus solely on existing clients.