Financial Planning - Advisory Services

A New Paradigm for the Baby Boomers

For More Information, Visit our Quest Capital Management Website

Financial Planning and Investment Advisory Services offered through Quest Capital & Risk Management, Inc.

At Quest Capital, we know that where you can make the most impact to your financial well-being in retirement is through the proper coordination of your Income, Investment and Tax Strategies.

This is a new paradigm for the Baby Boomer Generation and the generations that follow. With the pensions of the past being few and far between, a retiree is now tasked with using their savings to create a growing stream of income that they cannot outlive. This creates more moving pieces in retirement than ever before and calls for developing a plan that will ensure you invest and draw on your various resources by design as opposed to default. The proper management of your investments along with how you strategically blend income streams (which means, where you take money from and when) will drive the amount of taxes you pay, the longevity of your portfolio and the income you receive.

This is why we offer a unique service for pre-retirees and recent retirees who are looking to partner with a professional team to help them coordinate their income, investment and tax strategies to maximize income, invest smarter, and minimize the taxes they pay.

You've heard of a Bucket List, but how about a Bucket Plan?

How Do I Know If I’m a Good Fit?

We are retirement planning experts and provide the greatest value to:

Individuals over age 50 who are retired or want to know they have the ability to retire one day.
Diligent savers who have accumulated investment and retirement assets of $1,000,000 or more. (Excluding real estate.)
People who want to delegate retirement planning and investment management to an expert so they can spend time on things that matter most to them.

We also offer:

Speaker Services

Individually, or as a team, Joseph and Marie introduce your group to the retirement preparation principles of Income for Life. In a 20 to 30 minutes presentation we cover the book’s basic principles for your community, educational, faith-based, or organizational event. Learn how to assess your readiness for retirement and begin the preparations for deeper conversations with trusted advisors.

Workshops

Interested in diving deeper into the material with your team or organization? Joseph and Marie will conduct multi-hour sessions, half day or full day, that walk through the entire process in a group setting. Participants will come away with greater clarity as they look toward retirement. They will be setting the foundation for their retirement income plans as they begin to formulate a roadmap for their future.