Vintage Financial Services

Financial Planners, Financial Planning Consultants, Financial Services

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14 Years

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Map & DirectionsDirections210 N Main StAnn Arbor, MI 48104 Write a ReviewWrite Review

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Phone: (734) 668-4040

Phone: (734) 212-2026

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Central Ann Arbor, North Central

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Rescue Financial Services

Vintage Financial Services LLC

Hancock Financial Services

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Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (734) 477-7700

Address: 210 N Main St, Ann Arbor, MI 48104

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Vintage Financial Services

Tax Planning
Our proactive tax planning and preparation services, integrated with your overall plan, can help simplify and improve your finances.
Estate Taxes
Tax Services
Our tax planning is a good example of this proactive approach. By offering tax preparation services, we know the details of our client’s tax situation, which are often complex due to the crazy tax laws. We can see the impact of investment moves on our client’s taxes and look for many other opportunities to minimize capital gain taxes, IRMAA Medicare surcharges, AMT, net investment tax, as well as the regular state and federal income taxes.
Income Tax
Our role is to help simplify your financial life, and that extends to preparing your income taxes if you need those services, as well. It’s often easier for us to calculate your quarterly estimated tax payments since we know your dividend, interest and capital gain information. If you’ve worked with another tax professional or prefer to do them yourself, we’re also happy to help supply the information you’ll need.

Investment Management
We do charge an additional fee for income tax preparation, but we’ve found the rates to be lower than what many accounting and other financial firms charge. In addition, our advisors can integrate your tax planning and investment planning throughout the year to help minimize your tax bill.
Mutual Funds
For your protection, we don’t take custody of our client investments. Your accounts can be held at Raymond James or Schwab Institutional and we can service them for you while you enjoy significant commission discounts and the availability of no-load, no-transaction fee, and institutional-class mutual funds that are not available to retail customers.
Wealth Management
We’re excited to have joined Mercer Advisors, a national wealth management firm with extensive resources. The powerful combination of Vintage Financial Services and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering. Learn more about these services here.

Accounting Services

Financial Planning
And, you’ll find that most of our advisors have either a Bachelor’s degree or Masters (or both) in Financial Planning or Accounting. This level of credentials and education sets us well apart from most other firms and has led us to be recognized repeatedly by several national publications.
Retirement Planning
Your 401(k) plan may be one of your largest investments and should be incorporated into your retirement planning and managed as part of your overall portfolio. We can take advantage of the best options available through your employer-sponsored plan and balance them with other assets that are not available within the plan. You may also be eligible for an in-service withdrawal or a “brokerage window” that would allow us to expand your investment options. In some cases, including some TIAA and Fidelity plans, we can even deduct our fee on a pre-tax basis right from your plan.
Asset Management
Your portfolio’s asset allocation is a major factor in your returns, so that’s our focus. And we’ll proactively manage your investments as the markets change.

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