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 email@example.com for an initial meeting so we can learn more about you. We look forward to hearing from you.