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
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?