When you connect with an investment advisor, the last thing you want is cookie-cutter strategies or run-of-the-mill solutions. You want a fee-only financial planner who takes the time to understand who you are, where you're going, and what matters most to you. It's not about commissions; it's about your future.
Our Asset Management services include explanation, adjustments, and discipline. First we understand your needs and risk tolerance, then we recommend investment solutions. We can help you achieve your retirement goals by analyzing your assets and investments and making sure you're on track. We can also review wills and trusts for possible improvements.
Our Asset Management services include explanation, adjustments, and discipline. First we understand your needs and risk tolerance, then we recommend investment solutions. We can help you achieve your retirement goals by analyzing your assets and investments and making sure you're on track. We can also review wills and trusts for possible improvements.
Services
When you connect with a financial planning resource, the last thing you want is cookie-cutter strategies or run-of-the-mill solutions. You want a certified financial planner (CFP) who takes the time to understand who you are, where you're going, and what matters most to you. It's not about their commissions; it's about your future.
Whether you're looking at financial planning services to preserve wealth for your children or grandchildren, or just trying to stay ahead of the curve for lifestyle maintenance, Quinn Financial Planning is at your side. You can expect proactive, client-focused service that's every bit as unique as you are and custom-tailored to help you meet your goals.
Many financial planners decide how they will handle asset management before ever asking about client goals. This approach benefits the advisor, not the client. At Quinn Financial Planning (QFP), our approach to providing the highest quality asset management services is rooted first and foremost in understanding your needs, your requirements, and your tolerance for investment risk before we recommend any investment solution.
Spending some time on Retirement Planning is the key to achieving your dream of a secure, comfortable retirement. At Quinn Financial Planning (QFP), we know that every person has different retirement goals. We listen to your retirement dreams, then help you put a plan in place to make those dreams come true.
Customized tax planning strategies are the key to successfully and legally reducing your tax liability. At Quinn Financial Planning (QFP), we go beyond tax compliance and proactively recommend tax planning strategies to maximize your after-tax income. Taxes are a necessary evil. This year was particularly challenging; some tax breaks were phased out, as adjusted gross income increased.
Reviews (6)
Chris Andersen
Jan 18, 2018
Report
Retiring can be a nerve racking event , but working with Tim it immediately became exactly what my wife and I hoped it would be. The knowledge and expertise that Tim brings to the table gives a true sense of calm. You can always find individuals who know their profession but it's hard to find someone not only who knows his profession but also has a general concern about their client the way Tim does. I would strongly recommend Quinn Financial Planning to anyone who is looking for the personal touch.
Brian Kafka
Jan 14, 2018
Report
Kevin Scanlan
Jan 05, 2018
Report
I've always regarded myself as a knowledgable investor and have done well without any outside advise from a Financial Planner.
As I was preparing for retirement, I though it wise to get a "second opinion". My research led me to Tim Quinn. I wasn't interested in a "big box" approach that many of the big firms offered. I wanted someone who shared my same values, would give my account the personal attention it deserved and be available when I needed some advise. Tim checked all the boxes and more. We've had good discussions on a variety of financial and retirement planning topics and he's help me
As I was preparing for retirement, I though it wise to get a "second opinion". My research led me to Tim Quinn. I wasn't interested in a "big box" approach that many of the big firms offered. I wanted someone who shared my same values, would give my account the personal attention it deserved and be available when I needed some advise. Tim checked all the boxes and more. We've had good discussions on a variety of financial and retirement planning topics and he's help me
Nancy Olsen
Jul 07, 2017
Report
Joe Collins
Jun 11, 2017
Report
I've known Tim Quinn for more than 15 years and there's no one I would trust more as my financial planner. Tim knows the business better than any of the others I worked with previously. His knowledge, combined with his integrity and dependability, are the reasons I'll never have to look for another financial planner. Simply put, I can't say enough good things about Tin Quinn as a financial planner and as a person! I'd recommend him without hesitation!
Leah Bezin
Jun 10, 2017
Report
Tim Quinn was my father's financial advisor for many years. Tim was extremely helpful during his illness and finally in dealing with his estate after his death. We also have used Tim as our financial advisor for many years. During this time, he has been assisting us with our taxes and retirement planning. We had regular day jobs and a small business on the side. Lately we have had major life changes. We have retired and moved out of state. Tim has been very helpful in getting us set up with our retirement plan and remains in contact with us, keeping us informed on what's happening and advising
