We believe that within investment management and the handling of financial assets and other investments—is not simply limited to buying and selling them. Our management strategies includes creating a short-term & long-term plans for the accumulation phase and distribution phase of our clients financial life. With strategic partners and access to the most renown portfolio managers in the world, we maintain our boutique service with global reach.
Insurance planning is paramount to protect yourself, your family and loved ones, your assets, or your business against unexpected events. We understand that properly planned and effectively executed insurance eases financial burdens that can take place when the unexpected occurs. Whether you are protecting your income (disability income insurance), your life or a loved one (life insurance), you must take into account all variables to most effectively plan.
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved.
Tax planning is an essential part of our clients financial plan. This becomes even more relevant when a level of wealth or income is present. Through analysis we help our clients and their corporations to ensure tax efficiency. All elements of your financial plan work together in the most tax-efficient manner possible. Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for your success.
Cash flow management is the process of tracking how much money is coming into and going out of your household or your business. When evaluating this, we help you predict how much money will be available down the road. It also helps you determine how much money you need to cover debts, execute planned spending and retire on time.
Transferring to the next generation is eminent to leaving a legacy. With having additional access to tax and legal professionals, proper estate planning is taking adequate steps to ensure that your asset base is protected and planned for when the next chapter commences. This includes the bequest of assets to stated heirs and the handling of estate taxes.
As the work place evolves with technology and the next generation transitions into the professional world, the ability to attract and retain good talent becomes paramount. We have the capacity to establish new plans or takeover and remaster current benefit packages.
*Harrison Quinn offers products and services using the following business names: HDQ Wealth LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with HDQ Wealth LLC.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
All information provided through Insights is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside HDQ Wealth Advisors. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
* Throughout website, any mention of a RR or IAR’s name, securities product or service should be footnoted with an * to correspond with the disclosure.
1 For offices with more than one RR or IAR, please use *Representatives offer in place of the RR or IAR name.
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