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Understanding Today’s Financial Environment

At Quintus Financial Services, our main goal is to clarify the complex.  Our client's goals are specific, they want to be able to retire at a certain time and live a specific lifestyle.  They want their kids to go to college.  They want to make sure they pass their wealth onto future generations as efficiently as possible.  We use our process to craft a plan to help move this complex plan forward while giving our clients confidence so they can focus on what is truly important - family and security.  

Helpful Content

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

 

The SECURE Act Starts the Clock on Inherited IRAs

Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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