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.
You’ve made investments your whole life. Work with us to help make the most of them.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
When you’re married and have children, insurance needs will be different.
An inside look at how marginal income tax brackets work.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
It's important to understand how inflation is reported and how it can affect investments.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?