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Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit
Quest Financial ServicesQuest Financial Services is a client-centered, full-service financial planning firm with an extensive network of professional affiliations, clients, and staff. We help people define, plan, and achieve their most important individual financial goals through every step of their financial journey. Our main objective is to help you reach your financial security goals. As an independent firm, we are not biased in favor of any investment products or services and are able to select and implement a financial plan which aims to positively impact and enhance the lives of our clients.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Estimate how much of your Social Security benefit may be considered taxable.

How Compound Interest Works

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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When do you need a will? The answer is easy: right now.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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