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Financial Planning and Investment Advisory Services offered through Quest Capital & Risk Management, Inc.

There is a new paradigm for retiree's.   A retiree is now tasked with using their savings to create a growing stream of income that they cannot outlive.  This creates more moving pieces in retirement than ever before and calls for developing a holistic plan that will ensure you coordinate all the various pieces of your retirement planning so that you can retire by design as opposed to default.  This is why we offer a unique service for pre-retirees and recent retirees who are looking to partner with a professional team to help them coordinate their income, investment, insurance, estate and tax strategies to maximize income, improve investment results and minimize the taxes they pay.

The Value of a Holistic Advisor

You've heard of a Bucket List, but how about a Bucket Plan?

How Do I Know If I’m a Good Fit?

We are retirement planning professionals and provide the greatest value to:

  1. Individuals over age 50 who are retired or want to know they have the ability to retire one day.
  2. Diligent savers who have accumulated investment and retirement assets of $1,000,000 or more. (Excluding real estate.)
  3. People who want to delegate retirement planning and investment management to a professional so they can spend time on things that matter most to them.