Vintage Financial Partners

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Most people think all financial planners are "certified, " but this isn't true. Just about anyone can use the title "financial planner." Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP(R) professional. CFP(R) professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.

This is an approximate breakdown of the expenses you can expect to pay when working with us. Advisory account clients pay an annualized fee ("Account Fee") for services rendered by Vintage Financial Partners. The Account Fee is based on the value of assets in the account, including cash holdings, and is payable quarterly in advance.

Are you concerned about a friend or loved one? Has the global recession caused you concern about their financial well-being? We are honored when asked to offer our guidance to your family and friends. Our commitment is to treat them with honesty, transparency, and the highest level of professionalism.

Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.