Vance Financial Group
Clinton R. Vance
Registered Representative
offering securities through
NYLIFE Securities Inc.,
Members NASD
City Place One,
One City Place Drive, #260
Creve Coeur, MO 63141
314.567.9080
Financial advisor offering
investment advisory
services through
Eagle Strategies Corp.,
A Registered Investment Advisor
Member agent of
The Nautilus Group,
a service of New York Life
Insurance Company
Vance Financial Group
is not owned or operated
by NYLIFE Securities Inc.
or its affiliates
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Ideal Client Profile
Qualitative
- Is family centered - He or she cares about their family with
deep love and concern and is actively involved in the activities and
mutual enrichment of family members.
- Cares - Has a sincere concern for others and demonstrates care
with actions that promote the physical well-being of their family and
employees. Desires to promote social good through charitable opportunities.
- Is open to new ideas - He or she wants to make informed decisions
from what is available to them, without preconceived notions and prejudices.
- Has identified value system - Integrity, honesty, and truth are
identity marks of this person. Highly respect by employees and community.
- Candid - Candor is critical to an advisory relationship.
Recommendations that can be respected and acted upon are based on complete,
honest information obtain in frank discussions.
- Respect and utilizes professionals - Utilizes the wisdom of Henry
Ford who reportedly said, "It isn't my job to know all the answers, but it
is my job to know people who do and to use their advice." (paraphrased)
- Prioritizes reduction of taxes- Appreciates ideas that reduce
taxes yet accomplish the desired objectives.
Quantitative
- Business owner with strong financial condition (debt/equity, cash flow,
etc.) or high net worth individual.
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