Warren McIntyre
CFP®
VisionQuest Financial Planning LLC
Owner
Warren McIntyre
CFP®
VisionQuest Financial Planning LLC
Owner
I help self-directed people make smart decisions at pivotal times in their lives; and provide ongoing support toward achieving the lifestyle vision they have for themselves. Flat rate project pricing provides a fair and affordable way to receive help when you need it. I offer virtual planning services for people not in my local area. - Warren McIntyre, CFP®
Fee-for-service investment management and financial planning provided in-person or virtually.
Warren McIntyre is a Troy, MI fee-only financial planner who also works with clients remotely.
VisionQuest Financial Planning LLC helps you achieve your lifestyle goals by providing unbiased advice on a flat-fee, project basis. The firm was founded on the idea that you want an alternative to product sales people and full-time retainer advisors - and you want professional expertise when you need it at a reasonable cost.
Your Vision is Our Mission!
Warren McIntyre, CFP®, is the founder and principal of VisionQuest Financial Planning LLC in Troy, Michigan.
With over 40 years as a finance professional, Warren brings a depth of experience and expertise to the financial planning process. “There are some common goals that people have, such as securing a comfortable retirement or helping children receive a quality college education", Warren says, "but I believe that many people also have a unique vision of what they want out of their lives. They may want to travel, volunteer, change careers, start a business, or just enjoy time with grandchildren – and proper financial planning can help them reach these important life goals.”
Before launching VisionQuest Financial Planning LLC, Warren consulted with individuals as an advisor with a prominent investment advisory firm in the Detroit area. Earlier in his career, he was Director of Financial Services for a major transportation company. During his career, he has worked on behalf of individuals and corporations, providing expertise in the areas of financial planning and analysis, accounting, business management and strategic planning.
Warren has earned two business degrees – an MBA from Wayne State University, and a Bachelors in Business Administration from Michigan State University. He has also completed the CERTIFIED FINANCIAL PLANNER™ professional education program offered by Oakland University, passed the comprehensive certification examination and earned the right to use the CFP® marks of distinction. He has also taught financial planning to graduate, undergraduate and CFP® candidate students through the Finance and Economics Department at Walsh College.
Warren has provided financial commentary to various media outlets, including the Wall Street Journal, New York Times, U.S. News & World Report, Business Week, Money Magazine, Kiplinger’s Personal Finance Magazine, MSN Money, SmartMoney.com, Fidelity.com, TheStreet.com, Morningstar.com, The Detroit News, Chicago Tribune, The Detroit Free Press, Baltimore Sun, Advising Boomers Magazine, Fidelity Investor's Weekly, Financial Advisor Magazine, Financial Planning Magazine, WXYZ TV and WXYT Radio.
He is a contributor to Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions (Dearborn Trade Publishing – June, 2004) and Investing in an Uncertain Economy for Dummies (Wiley Publishing, Inc. – 2008) both ollaborative efforts by members of the Garrett Planning Network.
He is active in the profession as a member of The Garrett Planning Network and the National Association of Personal Financial Advisors (NAPFA), the leading national organizations of comprehensive fee-only financial advisors.
Warren is a native of the Detroit area, and currently resides in Troy, Michigan with his wife Jan and their dog Brittany. They have two young-adult sons, Ryan and Kevin.
Warren McIntyre is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
VisionQuest Financial Planning is a Michigan-based fee-only financial advisor. As a fiduciary advisor, we offer customized solutions solely in our Clients’ best interests.
OUR MISSION
VisionQuest Financial Planning LLC helps you achieve your lifestyle goals by providing unbiased advice on a flat-fee, project basis. Your Vision is Our Mission!
OUR SERVICES
There are no asset or income requirements to become a client. We offer consulting and support in the following areas.
- Portfolio design and investment management.
- Financial check-ups and second opinions.
- Integrated financial plans.
- Retirement planning and income strategies.
- Social security filing decisions.
- Tax reduction strategies.
- Life, disability and long-term care insurance needs-analysis.
- Estate planning fundamentals.
- Cash flow planning, debt reduction and college funding advice.
OUR ADVANTAGE
Our unique consultative process delivers prompt help with your greatest concerns. The benefits of working with us include:
- Relieves you of the burden of making major financial decisions alone.
- Protects you and your family from unnecessary risk.
- Reduces unnecessary taxes and costs.
- Simplifies your financial life.
- Answers all of your financial questions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Portfolio Design and Investment Management
- Integrated Financial Plans
- Financial Consulting
- Retirement Income Planning
- Tax Planning
Ideal Clients
- Self-directed people
- People with a vision for their lives
- People who want one-time advice
- People concerned about their financial future
- People from all walks of life
Working Together
- In-Office Meetings
- Virtual Meetings
- Flat Rate Project Fees
- No Asset or Income Requirements
- Free Financial Review
Professional Designations & Affiliations
-
Warren McIntyre is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Warren McIntyre is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Warren McIntyre is a member of the Garrett Planning Network. Click here to learn more.Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
-
Warren McIntyre is Quoted in the Chicago Tribune: "Raiding a 401(k) to pay mortgage isn't wise move"
-
Warren McIntyre is Quoted in Forbes: "Where To Find Hourly Financial Planners"
-
Warren McIntyre is Quoted on WTOP: "Do I Make Enough Money to Hire a Financial Advisor?"
-
Warren McIntyre is Quoted on BankRate.com: "A primer on floating-rate demand notes"
-
Warren McIntyre is Quoted in the New York Times: "Mutual Funds Seem Simple, Until It's Time to Sell"
-
Warren McIntyre is a Contributor to the Book: 76 Tips For Investing in an Uncertain Economy For Canadians For Dummies
-
Warren McIntyre is a Contributor to the Book: Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions
Contact Warren McIntyre
Office Locations:
-
200 E Big Beaver Rd
Troy, MI 48083
