Step One: Schedule a Retirement Assessment Call
We offer a unique service for pre-retirees and recent retirees who are looking to partner with a professional team to help them retire successfully.
Your Free Retirement Income & Tax Assessment Call
WHAT: A 15-Minute Call. The very first step is a 15-minute phone call with our team. No cost or obligation.
WHO: Diligent savers over age 50 who have accumulated investment & retirement assets of $1,000,000 or more . (Excluding real estate.)
WHY: To help you evaluate the value and mutual fit of our services.
Use the calendar below now to schedule your call!
Who We Are:
S. Joseph DiSalvo, ChFC & Marie L. Madarasz, AIF
Quest Capital & Risk Management, Inc.
We are Retirement Income Specialists, best-selling authors, Ed Slott Master Elite IRA Advisors and a fee-only wealth management firm who acts as a fiduciary to our clients.
For more than 25 years we have helped hundreds of pre-retirees and recent retirees just like you prepare for, and manage, a successful retirement through the coordination of their income, investment and tax planning strategies.
As Featured In:
In this Call, You'll Get:
- With an understanding of your unique situation, we’ll provide you with some actionable ideas and next steps.
- You'll be able to assess the value of our services and together we'll determine whether it makes sense to continue the conversation.
- Whatever the next step is, after our call is completed we will send you a complimentary copy of our Amazon Best Selling book – with a note of exactly what to focus on based on your unique situation