Our quest is to help you identify and prioritize your goals and stay focused on achieving them. At Wealth Quest Partners we believe that a clear understanding of your life goals and current financial situation is essential to creating a customized road map for you.
We are committed to providing you with unbiased advice and objective analysis. As fee-only financial advisers, we sell no products and receive no commissions or referral fees. Our independence gives us the freedom to put you and your goals at the center of everything we do.
Around the country, attitudes about retirement are shifting.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Building wealth requires protection from the forces of wealth destruction.
When you’re married and have children, insurance needs will be different.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here are six flags that may make your tax return prime for an IRS audit.
Don’t overlook the need for renter’s insurance if you rent your home.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
You’ve made investments your whole life. Work with us to help make the most of them.
There’s an alarming difference between perception and reality for current and future retirees.
All about how missing the best market days (or the worst!) might affect your portfolio.