Plan to Succeed

Plan to succeed is our marketing theme line. But it really is our service motto, too.  We at Vintage pride ourselves in being a roll-up-our-sleeves, “plan the work, work the plan” organization. Which means, our service doesn’t end after we help you to make wise investment choices – that’s just the beginning.

INVESTMENT MANAGEMENT

As a major factor in investment returns, we focus on asset allocation of our client portfolios, which is critical to investment success.

FINANCIAL PLANNING

Financial plans cover your retirement, investment, estate, education funding and other objectives, and are updated annually.

TAX PREPARATION

Our role is to help simplify your financial life, and with our knowledge of your finances we bring crucial insight to filing your income taxes.