google-site-verification=SFs_3dwKOYTRqR8QyFm00p_ASLtt-Y_lJyFI8oiI8UI Our Advisory Services

Our Advisory Services

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 the three legs of the Retirement Planning Stool. 

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, improve investment results and minimize the taxes they pay.

How Do I Know If I’m a Good Fit?

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

  1. Individuals over age 50 who are retired or want to know they have the ability to retire one day.
  2. Diligent savers who have accumulated investment and retirement assets of $750,000 or more. (Excluding real estate.)
  3. 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.