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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 peace of mind so they can focus on what is truly important - family and security. 

Helpful Content

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Contributing to an IRA?

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Bridging the Confidence Gap

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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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