NEXT GENERATION WEALTH
Helping to Build & Transfer the Next Generation...
HDQ WEALTH LLC
NEXT GENERATION WEALTH
Helping to Build & Transfer the Next Generation...
HDQ WEALTH LLC
Welcome!
HDQ Wealth LLC
We are a holistic financial services firm. We partner with individuals and businesses to create lasting financial strategies to navigate through the ever-changing landscape of life and growth. We believe in understanding the unique needs of each client while maintaining the disciplines to achieve and protect generational wealth.
Our Custom Process
INTRODUCTORY MEETING
Stress free evaluation:
- In person, Zoom or over the phone
- Go over current financial situation
- Evaluate personal, professional and financial goals
STRATEGIC PLANNING CONSULTATION
Finding the right strategy:
- From A to Z we evaluate all aspects of you/ your companies situation
- We bring all necessary planning under one roof
- Client centric and focused
IMPLEMENTING THE PLAN
Custom holistic financial plans:
- Each plan is customized for you, your family or your company
- As your life evolves, so does your financial plan
- Quarterly and annual reviews are conducted to ensure optimal performance
Our Team
Harrison D. Quinn*
Founder & Managing Partner
"Our Mission is to empower our clients to achieve and protect their financial freedom"
