The Challenges You Face

  • Limited Time: Your days are packed with patients, clients, or managing your team. Financial planning is just another stressor you don’t have time for.
  • Taxes and Compliance Issues: Many professionals overpay in taxes and feel stuck with costly, confusing 401(k) plans and compliance headaches.
  • Lack of Strategic Oversight: You may have multiple advisors – an accountant here, an attorney there – but no one ensures all the moving pieces work together.
  • Work-Life Balance: You’d rather spend time on growth, family, and well-being instead of chasing down tax strategies or financial paperwork.
  • Trust Concerns: You’re smart and capable, but cautious about who you let handle your finances. You need proven expertise and a team that has your back.

How simplify365® Helps

We designed simplify365® for professionals like you – people who value results but don’t have hours to spend managing the details. Our approach is proactive, coordinated, and focused on building long-term financial clarity.

  • Strategic Tax Planning: Minimize your tax burden with integrated, year-round planning.
  • Business Solutions: Simplify retirement plans, cash flow management, and more.
  • Estate & Wealth Planning: Protect and transfer wealth with confidence.
  • Your Financial Quarterback: No more relaying messages between your accountant, attorney, and broker. We make sure everyone’s aligned and you’re no longer caught in the middle.
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Why Professionals Trust simplify365®

Balancing Care and Complexity

A physician running a thriving practice was exhausted by the demands of patient care and financial management. simplify365® streamlined her planning, lowered her tax burden, and gave her the peace of mind to focus on healing others — and enjoying the life she worked so hard to build.

Bringing It All Together

An entrepreneur once relied on separate accountants, brokers, and attorneys who never spoke to each other. simplify365® became the hub, aligning every part of his financial life so everything worked in harmony toward his long-term goals.

Protecting a Family Legacy

A family business owner feared losing much of what they’d built when passing the company to the next generation. simplify365® designed a smarter path forward — one that preserved wealth, reduced tax exposure, and protected the family’s legacy.

Confidence to Grow

A dentist wanted to spend more time growing his practice and less time buried in spreadsheets. With simplify365® managing the financial planning, he gained confidence that his hard work was building lasting security, not just short-term income.

Real Client Results

Saving Over 50% in Taxes with a Cash Balance Plan

A consultant saved more than $70,000 in taxes while building retirement wealth through a customized plan.

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Maximizing Tax Savings with Smart Business Planning

A high-income client reduced tax liability by $70,000 and invested $120,000 tax-deferred toward retirement.

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Reducing Corporate 401(k) Plan Costs by Over 30%

A company with more than 100 employees cut annual retirement plan costs by $335,000.

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Stories of Success

When Life and Practice Both Demand Everything

We worked with a couple who were both thriving in their careers – one as a physician leading a busy practice, the other in an equally demanding professional role. At the same time, they were raising two teenagers preparing for college. From the outside, they had achieved everything they’d worked so hard for. On the inside, they felt stretched to their limits.

Every tax season was a scramble. The physician’s retirement plan for staff was complex and costly. And while they had an accountant, an attorney, and an investment advisor, none of them were coordinating with one another. The couple was left to carry the weight of connecting all the dots – on top of managing patients, employees, and family responsibilities.

With simplify365®, we brought their financial world into one coordinated strategy. Together, we built proactive tax planning into their year, streamlined retirement benefits for the practice, and created a roadmap for their family’s future. For the first time, they felt a sense of clarity and control – confident that their years of hard work were not only paying off today, but setting their family up for the next chapter.

As John Vance, Founder of Vance Wealth and simplify365®, says:

“Our role is to remove complexity, so you can focus on your family, your practice, and your purpose – the things that truly matter.”

Don’t Work Harder on Your Finances – Simplify Them

With simplify365® you get clarity and control, without the stress of managing it all yourself.

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