Office:

845-345-3628

Fax:

845-230-3108

Email:

info@quintii.com

Our Process

A strong planning process is the best way to create a financial plan. It is crucial to create a financial plan that protects your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

This goal-based financial planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

We have established a process to do this that is based on two key aspects of financial security, asset protection and wealth creation. A plan must ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio. This is the process we follow:

Financial Plan Six-Step Process

Step 1 – Establish Goals

Step 2 – Gather Data

Step 3 – Analyze and Evaluate Your Financial Status

Step 4 – Develop a Plan

Step 5 – Implement the Plan

Step 6 – Monitor the Plan and make necessary adjustments

With these goals in mind, we will work together to assess your total financial security planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

Contact us today to find out more about our financial security planning process and learn how a sound financial security plan can help you achieve your goals.

 

Photos Courtesy of:  Sarah A. Salem

Quint Wealth Management, Inc. (Quint Investments & Insurance Services) is a Registered Investment Adviser in New York. We are allowed to do business in New York and other states where we are registered, exempted, or excluded from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Insurance products and services are offered and sold through Quint Risk Management, Inc. and individually licensed and appointed insurance agents.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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