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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
How to help determine life insurance needs to provide for your family after you pass away.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Knowing the rules may help you decide when to start benefits.
An inside look at how marginal income tax brackets work.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What are your options for investing in emerging markets?