Quest Financial
About
We help people that are close to retirement plan their transition. Our firm is different than many retirement planning firms as all our advisors work every case. At most firms each advisor has their own book of business. We do not work that way. Also, we work in all financial sectors including banking, insurance, and securities (stock market). This allows us to diversify across all three worlds of money in order to get the safety, growth, and liquidity need to ensure income for the rest of our clients' lives.
I really enjoy helping people transition into a new phase of their life. With many people fear is the leading cause of them not seeking professional financial help. Some work longer than they ever need to because they were not confidant that they could afford to retire. I love to help alleviate this fear and show people that they are in better shape than they think!
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Frequently asked questions
What is your typical process for working with a new customer?
We have a first meeting online via Zoom and get to know each other. If the client is comfortable they share their retirement goals and financial information. In the second meeting we present a financial analysis and go through it item by item. If the client wants to move forward we have a third meeting that goes into deeper education of our investment strategies and our company's fee structure. If the client likes that we then execute the plan. All meetings are free. Our company doesn't get paid a fee until the client decides to come aboard.
Do you have a standard pricing system for your services? If so, please share the details here.
Quest Financial is fee based and is a fiduciary.
What types of customers have you worked with?
We mostly work with people that are retiring from large corporations.
What advice would you give a customer looking to hire a pro in your area of expertise?
Fee structure is important but it is not the only thing you should be looking at. The investment strategies are the most important aspect of any planning firm. Make sure whoever you hire has a plan if there is significant instability in the stock market. You cannot afford to take a 30% hit when you are no longer working and are taking an income from your retirement account.