What We Do A financial planner helps organize your financial life. They create a plan designed to help you accomplish your goals. From the birth of a child and the pursuit of education through the planning for legacy, Quest Financial Services is listening, planning, and responding actively.A good financial planner is a teacher, not a salesman. We ensure you are being educated. We value our position as the quarterback of YOUR team. With this in mind, we work very closely with professionals in related fields to round out your comprehensive strategy. We provide an array of insurance such as health, long term care and life. We have very close alliances with estate planning attorneys, property and casualty providers, accounting/tax specialists and related fields.