Our Services

PARTNER WITH AN EXPERT

No matter what your level of wealth, working with ValuesQuest can help you pursue your goals. Together, you’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

Accumulation Retirement Planning Estate Planning Risk Management Business Planning Taxation

ACCUMULATION : HOW TO TARGET ASSET GROWTH

Accumulation planning addresses an individual’s investment needs, asset allocation, and the suitability of different types of securities in light of our goals and risk tolerance.

RETIREMENT PLANNING: HOW TO TARGET DISTRIBUTION OF YOUR ASSETS IN A TAX ADVANTAGED WAY

Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle.

ESTATE PLANNING: HOW TO PRESERVE YOUR ASSETS

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death.

*Values Quest does not offer legal advice. Please consult an estate planning attorney regarding your individual situation.

*Values Quest does not offer legal advice but will work with your estate planning attorney regarding your individual situation.

RISK MANAGEMENT: HOW TO PROTECT YOUR ASSETS

Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health.

BUSINESS PLANNING: HOW TO GROW AND MANAGE YOUR BUSINESS

Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of the family.

TAXATION: HOW TO MINIMIZE YOUR TAX BURDEN

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability.

*Values Quest does not offer tax preparation services. Please consult with a tax professional regarding your individual situation.

*Values Quest does not offer tax preparation services but will work with your tax professional your individual situation.

CREATE A COMPREHENSIVE PLAN

By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.

SUPPORT YOUR FINANCIAL GOALS

Working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.