Small Business Planning Group

“What will be the legacy of your business?”

Vintage Wealth Advisors can help guide you through the challenges of owning and operating a small business.
Being at the center of your business, you have enough to think about.  Through our financial planning process, we enable you to focus on growing your business. Critical areas of concern are:

  • Buy Sell Agreements
  • Key Man Insurance
  • Succession Planning
  • Company Sponsored Retirement Plans
  • Benchmarking Services
  • Plan Design Assistance
  • Fiduciary Oversight Support
  • Investment Monitoring & Selection
  • Employee Education
  • Plan Management Education

If you would like to learn more, please contact Michael Geitner at 707-492-5100
or michael@vintage-wealth.com for an initial meeting so we can learn more about you. We look forward to hearing from you.

Small Business Planning And Group | Vintage Wealth Advisors

All Services

Financial Planning & Management | Vintage Wealth Advisors

Financial Planning

At Vintage Wealth Advisors, our goal is to design a financial plan that addresses each client’s specific financial needs, in the present and for the future.
Our Retirement Planning Services | Vintage Wealth Advisors

Retirement Planning

At Vintage Wealth Advisors, we take pride in helping our clients flourish in retirement.
Investment Management Services | Vintage Wealth Advisors

Investment Management

Our investment management services and capabilities go hand-in-hand with the development of each client’s detailed financial plan.
Estate Planning Service Management | Vintage Wealth Advisors

Estate Planning

Estate planning is an integral part of holistic financial planning. As we work with our clients on building a stable financial foundation and an actionable plan for the future, we position their assets for growth potential for future generations.
Insurance Plannig And Annuities | Vintage Wealth Advisors

Insurance and Annuities

At Vintage Wealth Advisors, we take pride in our ability to provide clients with an integrated financial planning experience, which also includes insurance and annuities.