Warren McIntyre (CFP®, MBA)

Warren McIntyre focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

As the principal member of VisionQuest Financial Planning LLC, I can assist you in a variety of ways that may include: • Financial check-ups as needed • Broad-based or targeted financial planning and analysis • Hourly financial advice on specific issues • Portfolio design and investment selection • Retirement planning including 401(k) / 403(b) allocation • College funding advice • Life, disability and long-term care insurance needs analysis • Tax reduction strategies • Estate planning fundamentals • Cash flow planning and debt reduction . Please call us for a complimentary, no-obligation Get Acquainted meeting or visit our web site at www.VisionQuestFinancial.com.

NAPFA Start Date

March 20, 2003


This Office

200 E Big Beaver Rd Troy, MI 48083-1208 Phone: (248) 619-3978 Fax: (248) 928-0416