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.
Create an investment plan to achieve your goals
Get started with our three easy steps to help get you on the path to financial security.
Get Started with Our Free Online Questionnaire
🎙️ Listen to our Podcasts...
Mar 02, 2020
IRA vs Roth IRA - Which Should I Choose?
Ever wonder which type of IRA (Traditional IRA vs. Roth IRA) is right for you? Do you want to accumulate pre-tax money? Or would it be better to accumulate tax free money? Maybe the right answer is have some of both. Join Kay and John as they discuss the considerations to make when choosing which route to go.
Jan 31, 2020
When Can I Retire?
Kay and Andrew discuss what it means to retire and how to know when you’re financially and mentally ready for retirement.
From the blog...
Quinn Stauffer Financial offers comprehensive services that are focused on you, the client.
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.
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.