Quest Financial Services

 

 

 "Serving all of Your Financial Needs" 

Welcome to Quest Financial Services          

 Welcome to the Quest Financial Services Website.  We sincerely hope that our website provides you with the resources you need to make your financial life easier and more rewarding.

Please feel free to explore the site.  In addition to a number of pages dedicated to helping you get to know us better, we have provided a wide variety of tools to help you learn more about today’s fast-changing financial environment.

Every month our financial newsletters are read by thousands of people.  Our financial calculators and quote services are offered free of charge to help you assess the best strategies for your financial future.

If our newsletters stimulate any questions, please don’t hesitate to call us for more information. As a full service financial planning firm, we’re here to help.  All of us at Quest Financial Services are looking forward to your call, and we hope you enjoy your visit to our website.

 
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

More Newsletters →