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Saving for College Education

Paying for college is often one of the largest expenses we see for clients with children. Making sure to have a plan and starting early can really help you be prepared for covering this expense. Join John and Andrew as they discuss education expenses, saving strategies and coming up with a plan to cover the future expense! Listen Now →

The Basics on Legal Documents - Part 2

Join Kay and Andrew for our second part of the podcast series on Legal Documents. This episode focuses on estate planning techniques using trusts. Some of the questions that are answered include: Why would I need a trust? What is the right trust for me? Do trusts avoid tax? What is the difference between a revocable trust and an irrevocable trust? Listen Now →

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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.

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