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
Hi, I'm Jonathan Vance. I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor's degree in Finance from Missouri State University (Go Bears!). Since starting in the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms.The best part about being a financial planner is helping others make informed decisions. Prior to starting in this career, I was already the kind of person who would research everything. Whether I was buying a steak, binoculars, or the best Christmas-light hanging system, you could expect me to spend time in due diligence. As a planner, I draw from both my education and experience to help people approach an often intimidating life transition: moving on from work and living off of savings.
I’ve been married to my wife and high school sweetheart, Alyssa, since 2019. My childhood in Bolivar, Missouri, was unique: I was raised on a cattle farm by two physician parents. Yes, my parents juggled being full-time doctors, ranch managers, and parents of four. Needless to say, even my busiest days in adulthood don't compare to a normal day during my childhood.
I am a passionate Missouri football fan. If the Kansas City Chiefs, Mizzou Tigers, or Mo State Bears are playing, you can probably find me in front of a TV or at the game. When we get the chance to talk, please tell me about your favorite beach (or mountain) destination, I'm always looking for recommendations!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning 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). I look forward to speaking with you.Offers Investment Management
Yes
About Vance Financial Planning
I launched Vance Financial Planning to offer flat fee, tax-focused retirement planning, specifically to address the transition from earning income to living off of savings. I specialize in 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)
Who I Serve Best
My offerings are designed to be highly competitive for people who want help with things like:
▪️ Preparing for the transition of earning income to stepping away from work.
▪️ Converting retirement savings into monthly income.
▪️ Implementing strategies for managing/reducing taxes in retirement.
▪️ Keeping investments low-cost, diversified, and tax-efficient.
How I'm Different
▪️ Credentialed.
As both a CFP® Professional and an Enrolled Agent (EA), I have formalized education in planning & income tax.
▪️ Transparent.
I am a fee-only fiduciary. I do not receive kickbacks, referral fees, or commissions. My flat fees are displayed on the pricing page of this site.
▪️ Focused.
I specialize in the complexities of modern retirement planning. My ideal clients are planning for or already in retirement.
▪️ Proactive.
I have a cap on how many relationships I can serve. You can expect proactive advice and timely responses when working with me.
Transparent Fees
I don’t sell commission-paying financial or insurance products. I have three service offerings (with pricing listed on my website):
✔️ 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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