Vintage Financial Group, LLC

  What are your dreams?

Would you love to have more time at home with your family? A quality education for your children? The joy of traveling? The knowledge that your loved ones will be cared for as they age? To be able to know true financial independence? 

Now, what would it take to realize your dreams?

Greater income?  Possibly. Or perhaps just a better strategy for your current income. Higher-risk investments? Maybe. Or perhaps a more efficient program for less-risky ventures. Foregoing some purchases? Possibly. Or perhaps just a thoughtful plan for reallocating cash on hand.

The future is never guaranteed, but prudent leadership often makes the difference between a lifetime of dreams fulfilled and one of constant catch-up. The earlier the planning begins, the richer its potential rewards. 

At Vintage Financial Group, we are committed to walking alongside you as you achieve your dreams. We assist individuals and businesses in helping them meet their financial objectives and manage finances so that they can more effectively achieve their short and long-term goals. We do this by focusing on your unique personal situation and taking baby steps along side you to help you make your dreams become reality. 

Your financial success is our reward.  

 

 Our Mission Statement

It is our goal to ensure all of our clients receive the highest level of quality service and develop a long term relationship based on the highest principles of our industry.  That will be accomplished through:
  • Our personal commitment to each client’s unique goals and objectives.
  • Providing greater economic literacy and understanding to our clients about their financial world.
  • Implementing a thorough and meaningful review process to keep our clients' plans focused.
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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