Updated Tuesday, July 22, 2014 as of 7:23 AM ET
Practice - Practice Management
Why Tax Planning, Preparation Is a Critical Part of Proactive Financial Planning
by: Lee Gjertsen
Monday, August 29, 2011
Partner Insights

Helping with clients with a wide variety of financial planning issues, including tax preparation, is a big part of the strategy at Vintage Financial Services of Ann Arbor, Mich. according to Frank Moore, the firm’s founder and chief investment officer.

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