VisionQuest Financial Planning LLC was founded on the idea that you want an unbiased alternative to commissioned planners and product salespeople – and you want professional expertise at a reasonable cost. With that in mind, we offer a New Choice for Smart Consumers™.
Competent and Professional
There are over 250,000 people who claim to be financial advisors. Only a small fraction of them meet the rigorous standards imposed by the CFP Board of Standards and the National Association of Personal Financial Advisors (NAPFA). VisionQuest founder, Warren McIntyre, is a CERTIFED FINANCIAL PLANNER™ Practitioner and a NAPFA-Registered Financial Advisor. As a member in good standing with both organizations, he must abide by a stringent Code of Ethics and Professional Responsibility and is required to complete extensive continuing education.
Experienced
Warren McIntyre, CFP® has worked in the financial area for over 30 years and has specialized in helping individuals and families for the last 14 years. During that time he has helped over one-thousand clients move closer to realizing their dreams. Warren wants to be your personal financial advisor and utilize his knowledge and experience to help you achieve your unique vision.
Independent
As a Registered Investment Advisor with the State of Michigan, VisionQuest adheres to a fiduciary standard, which means we are required by law to act solely in the best interest of our clients. Unfortunately, only a small proportion of so-called financial advisors are federally or state-registered Investment Advisors. Most are considered “brokers” and are held to a lower standard of diligence – and in fact - are required by federal law to act in the best interest of their employer rather than their clients.
Unbiased
Also setting us apart from most financial advisors is that only the client pays us. That’s what fee-only means. We do not receive commissions or compensation of any kind from mutual fund companies, brokers, insurance companies, or any other source. This strict fee-only business model allows us to be completely objective in our evaluations and recommendations.
Fair and Affordable
With an overwhelming amount of information and financial options available today, you might want advice at certain times in your life – but not need continuous investment management or want to relinquish control of your assets to a retainer-based money manager. Our philosophy is that you should pay only for the time we work for you, just like the as-needed professional services provided by your doctor, dentist, attorney or CPA.
In contrast to traditional asset managers, our compensation is not tied to the amount of assets under management. This relieves us of all conflicts of interest and offers you a more equitable way to pay fees. Why should you pay twice the fees of another person - just because your account balance is twice the size - when the amount of work is identical?
Accessible
Even other fee-only planners might not be a good solution because many require you to turn over your assets for management, or they have account minimums or net worth requirements to become a client. We are proud to work with people from all walks of life without regard to their income or assets.
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