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 advisors, 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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Understanding how capital gains are taxed may help you refine your investment strategies.
It's important to understand how inflation is reported and how it can affect investments.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a few things to consider when buying or leasing your next vehicle.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.