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.
