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...
Jun 15, 2020
What is Risk Tolerance?
For any investment, there is always a tradeoff between risk and return. However, it is just as important to understand your own comfort level with risk and the objective and subjective factors that affect that. Join Kay and Andrew as they discuss: • Risk and return characteristics of different investments • Factors to consider when determining your own risk tolerance • Tools to understand risk and guide you in selecting an investment strategy • How to manage your risk tolerance on an ongoing basis
May 11, 2020
I Am Getting Married Soon. What to Do?
How much does a wedding cost? Should we have joint or separate bank accounts? What about buying a house together? Join John and Andrew as they discuss what to consider when you’re getting married and pitfalls to avoid.
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.