QFA provides the followng services:

• Retirement Planning

  Close Move

  Retirement Planning

  A retirement plan will be prepared outlining the probability of reaching your goal and recommendations will be made to steer you in the right direction. An investment portfolio analysis is included as part of the process.

   
• College Funding, Planning

  Close Move

  College Funding, Planning

  An education plan will be prepared outlining the probability of reaching your goal and recommendations will be made to steer you in the right direction.

   
• Cash Flow, Budgeting and Debt Reduction

  Close Move

  Cash Flow, Budgeting and Debt Reduction

  A review of your cash flow is provided and recommendations will be made to assist you with your budget and with debt reduction.

   
• Investment Portfolio Analysis

  Close Move

  Investment Portfolio Analysis

  A review of your current portfolio is provided, including an analysis of performance, diversification, and investment selection. We can implement our recommendations for you or provide direction for you to implement the plan.

   
• Investment Allocations and Rebalancing

  Close Move

  Investment Allocations and Rebalancing

  A review of your current portfolio allocations is provided, including comparing the portfolio to the target allocations and rebalancing the investments to get back in line with the targets.

   
• Dimensional Fund Advisors Passively Managed Mutual Funds

  Close Move

  Dimensional Fund Advisors Passively Managed Mutual Funds

  We are authorized by Dimensional Fund Advisors (DFA) to offer their mutual funds to our clients. DFA is only available to investors through authorized financial advisors. See www.dfaus.com for more information.

   
• Financial Reviews and Second Opinions

  Close Move

  Financial Reviews and Second Opinions

  If you are investing on your own or using a different financial advisor, we can review your investment portfolio and provide a second opinion and recommendations.

   
• Income Tax Planning

  Close Move

  Income Tax Planning

  We can review a specific transaction (i.e., sale of business, investment purchase, etc.) that you are considering and determine the tax consequences or we can review your tax return and make recommendations for reducing your overall liability.

   
• Estate and Gift Tax Planning

  Close Move

  Estate and Gift Tax Planning

  We can review your overall estate and make recommendations to reduce your estate tax liability. We can also work with your attorney to help implement your plan.

   
• Retirement Plan Rollovers

  Close Move

  Retirement Plan Rollovers

  If you are leaving your current job or have previously left a job with a retirement plan, we can assist you with a rollover into an IRA.

   
• Small Business Retirement Plans

  Close Move

  Small Business Retirement Plans

  We can setup various retirement plans for your small business, including Simple IRA's, SEP IRA's, 401(k) plans, profit sharing plans, and money purchase plans

   

  
  

QFA offers a free initial half-hour meeting to get acquainted and to see if we can provide the services that you require. The meeting can be conducted in person or by phone and there is no obligation on your part. After the initial meeting, we will provide you with a written estimate outlining our fees and services. You decide on what services you need and it is your option to have us implement your plan or you may implement it yourself. There is no long-term commitment required but we do recommend annual check-ups to ensure that your plan is on target.