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.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here are some simple and inexpensive energy-saving tips that may help you save money.
In the face of divorce, making changes to insurance coverage may be overlooked.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There are four very good reasons to start investing. Do you know what they are?
It's important to make sure your retirement strategy anticipates health-care expenses.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are hundreds of ETFs available. Should you invest in them?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, cracking the code on bonds.