Financial Planning

THE VINTAGE FINANCIAL SOURCEBOOK

The Financial Sourcebook is a financial plan and organizer designed to put your finances together in one easy-to-access binder. Financial plans cover your retirement, investment, estate, education funding and other objectives. The Sourcebook includes sections for most of your financial information along with tax tables, explanations of financial topics and more.

No Additional Planning Fees

Most firms charge extra fees for financial planning services. We feel it is an integral part of the wealth management process and we include the planning at no additional charge to our clients.

For prospective clients we’ll prepare an initial plan typically for a $500 fee. If they decide to become our clients, we waive the fee and provide the investment management and financial planning services for the asset-based annual fee.

Getting Started

The process is much easier than most people imagine. We try to minimize your time and effort in gathering the information needed to create a very sophisticated, yet easily understandable, plan. Once we have your information, it is easy for us to update your plan in light of changes in the tax laws, investment markets, or your personal situation.

Download our Data Questionnaire [pdf]


Ongoing Updates

Each year we update much of the vital financial information from the plans in our Annual Financial Reports. We provide an update to your retirement plans and, for retirees, we consider how their spending may impact their future financial security. See more about these unique personalized reports.

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