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...
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 →
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.