Are you receiving the financial advice necessary to grow, protect, and transfer your wealth? At Quinn Stauffer Financial, our mission is simple: to help our clients manage their assets and assist with all important financial decisions. We design strategies to fit your needs and work with you to achieve your financial goals on your terms.
🎙️ Listen to our Podcasts...
Qualified Charitable Distributions
Join Kay and John as they discuss a strategy that can allow you to both give charitably and reduce your income tax by donating from a retirement account. Listen Now →
Financial Abbreviations
The financial industry is filled with jargon and abbreviations. Andrew and John go over some of the most common abbreviations in personal finance that you need to know. Listen Now →
From the blog...
Quinn Stauffer Financial offers comprehensive services that are focused on you, the client.
Investment Management
Investing is a 24/7 proposition in the new global economy. Retirement Projections
Retirement planning involves an accumulation strategy to ensure a desired retirement lifestyle. Budget and Cash Flow
Budget and cash flow planning can alert you when a change is needed.
Investing is a 24/7 proposition in the new global economy. Retirement Projections
Retirement planning involves an accumulation strategy to ensure a desired retirement lifestyle. Budget and Cash Flow
Budget and cash flow planning can alert you when a change is needed.
You
Estate and Tax Planning
With tax law uncertain, estate and tax planning is more critical than ever. Education Planning
With tuition costs rising fast, paying for college is becoming increasingly difficult. Insurance Review
The right insurance protections can help you manage risk and minimize financial losses.
With tax law uncertain, estate and tax planning is more critical than ever. Education Planning
With tuition costs rising fast, paying for college is becoming increasingly difficult. Insurance Review
The right insurance protections can help you manage risk and minimize financial losses.