Vintage Financial Svc

read moreA fiduciary is an advisor that works in your best interests. At Vintage, we work exclusively for you-not a bank, Wall Street, or an insurance company, so it's easy to put your interests first. And we're pretty good at what we do. We've been doing this since 1985 and our team has some of the best credentials in town. In fact, if you're looking for Fee Only CFPs that are true fiduciaries, we have the largest team in Washtenaw County working right here together for you. But our credentials don't stop there.

read morePlan to succeed is our marketing theme line, but it's also how we work with our clients. Financial success doesn't happen by accident. You need a plan. So we start our client relationships by getting to know you and your goals and we get the plan together first. 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, insurance, education funding and other objectives.

read moreThere used to be a guy that worked down the street from our offices and he would often talk about "The Team, The Team, The Team." At Vintage our advisors work together to bring our varied expertise and experience to each of our client's finances. We won't win any football games but we think we've built a winning team. And we're not the only ones! We won Investment News' Best Practices Award again for 2019, one of just seventeen firms in the country to be recognized. Vintage was named to the Financial Times 300 for the fourth straight year in July, 2020.

read moreIn the investment management arena, our main focus is on the asset allocation of our client portfolios. Studies have shown that asset allocation is a major factor in investment returns. And we've found it to be critical to investment success. We evaluate the direction of the economy, interest rates, corporate earnings, the dollar and several other factors. We then input these data points into our proprietary forecasting software. From there, we examine how the variables may impact the pricing of different asset classes and then design our customized asset allocation recommendations.