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.

“We really take a proactive approach with our clients,” Moore said, which means conducting ongoing financial planning and updating clients regularly on the status of their financial picture. The firm also does tax planning, and has been actively growing through the addition of new, young planners right out of college.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access