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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:

TAXATION

ESTATE PLANNING

BUSINESS PLANNING

RISK MANAGEMENT

ACCUMULATION

RETIREMENT PLANNING

Accumulation

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 your goals and risk tolerance.

Estate Planning

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.

Business Planning

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.

Retirement Planning

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.

Risk Management

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.

Taxation

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.

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 your goals and risk tolerance.

Retirement Planning: how to target distribution of your assets in a taxadvantaged 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.

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.

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.

UNDER DEVELOPMENT