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.

As with every other aspect of your financial plan, we take the time to work through clients’ unique needs in order to identify the most appropriate life, disability and long-term care insurance.

Annuities play a critical role in a well-rounded financial plan as they provide clients with an opportunity to enhance their income and preserve their savings*. After taking the time to understand our clients’ specific needs, we work to select and recommend annuities that will mitigate tax liabilities, savings and income benefits.

*Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 are subject to a 10% IRS penalty tax and surrender charges may apply.

All Services

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.

Retirement Planning

At Vintage Wealth Advisors, we take pride in helping our clients flourish in retirement.

Investment Management

Our investment management services and capabilities go hand-in-hand with the development of each client’s detailed financial plan.

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 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.