Small Business Planning Group

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

Plan Design
Assistance

Key – Man
Insurance

Fiduciary Oversight
Support

Succession
Planning

Investment Monitoring
& Selection

Company Sponsored
Retirement Plans

Employee
Education

Benchmarking
Services

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.