Guiding Clients on Their Quest for Financial Freedom

Founded in 1997, Quest Financial Services Inc. is a comprehensive, fee-only, wealth management firm focused on helping baby boomers and business owners navigate the treacherous course to retirement and financial independence. When you have time and money, you can enjoy freedom every day:

Freedom from work,

Freedom from want,

Freedom from worry.

Quest Financial Services Inc. has a seasoned professional team of a CFP®, CPA/PFS, MST and an Enrolled Agent, both with strong tax experience to help each of our clients on their journey to and through retirement. We function as an objective fiduciary putting our clients’ interests first and foremost while adhering to both the CFP®, and AICPA codes of ethics. As fee-only planners and members of NAPFA (National Association of Personal Financial Advisors), we never sell any products or earn any commissions of any kind, including any referrals.

Quest, like most financial planning firms, works with all of our clients in the accumulation and growth stage of preparing for retirement. We advise clients on their goals and what it will take to get there. Custom action plans are constructed and monitored on an ongoing basis. Progress is charted and adjustments made as we navigate the course to their retirement goals.

At Quest, we also work with small business owners in educating and choosing the best QRP (qualified retirement plan) from the myriad of plans approved by Congress for their specific business, cash flow, and needs. Whether a salary reduction plan (401k) &/or an employer funded plan (profit sharing), Quest will help each business owner implement and grow their retirement funds along with utilizing the maximum tax deductions for each annual contribution.

One of the unique services of Quest Financial Services Inc. is the value added of making sure each client has all the proper plans in place so that your investments will do what you want and go where you want during the distribution phase of your retirement. These include:

401k IRA Roth DBP
PS Plan Simple IRA SEP-IRA Def Sal Plan
CRT Trusts Gifts  

From a tax perspective, we work with each client to take full advantage of all legal distributions including:

RMD 72t Rollover NUA
Conversion Recharacterization RBD 5yr Dist
Hybrid Dist Disability Withdrawal    



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Remember, it is not what you make, it is what you keep.

Time * Compounding = Freedom

Join the Quest for Financial Freedom.