by Vance Barse | Sep 9, 2021 | Blog, Fiduciary Financial Planner, Financial Advisor, Financial Planning
Financial Advisor in Prosper, TX Looking for a financial advisor in Prosper, TX? If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm has an...
by Vance Barse | Jul 22, 2021 | Financial Planning, Video
“Have the courage to follow your heart and intuition. They somehow already know what you truly want to become.” – Steve Jobs Please click the play button below for a heartfelt message. To listen to the podcast, please click the play button below....
by Vance Barse | Jun 9, 2021 | Blog, Fiduciary Financial Planner, Financial Advisor, Financial Planning
Looking for a financial advisor in San Diego, CA If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm is based right here in San Diego, CA. In...
by Vance Barse | Apr 28, 2021 | Blog, Financial Planning
“An investment in knowledge pays the best interest” – Benjamin Franklin. The statistics on financial literacy are eye opening, particularly for low-income students. Many well-heeled families, though, don’t teach financial literacy because...
by Vance Barse | Apr 28, 2021 | Blog, Financial Planning
It’s amazing how time flies. The Barse family celebrated Delaney’s second birthday last month. Watching our “baby” girl full of life, energy, and enthusiasm made me reflect on the last 24 months. Delaney enjoying her 2nd birthday as a rainbow...
by Vance Barse | Dec 7, 2020 | Financial Planning, Video
This easy to understand webinar introduces how three different investor profiles can satisfy their charitable intent by using tax-smart strategies that can reduce taxes and bring more fulfillment to your life.
