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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
There are four very good reasons to start investing. Do you know what they are?
There are common mistakes you can avoid when saving for retirement.
Even if you’re young and single, you should still consider protecting yourself.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a quick guide to checking to see if you have unclaimed money.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.