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 peace of mind so they can focus on what is truly important - family and security.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Purchasing homeowners insurance is critical for protecting your home.
A letter of instruction provides additional and more personal information regarding your estate.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.