A Quintessential Approach to Wealth Management
Quintessential is defined as “representing the most perfect or typical example of a quality or class.” At Quint-Essential Tax and Financial, we are dedicated to providing our clients with this first-class service in everything that we do. Not only do we provide our clients with the knowledge, advice, and tools to help them maintain their current financial well-being, but we also work with them to identify and pursue their financial goals.
We work with a wide range of clients throughout San Antonio, Texas and although our clients’ needs may differ, our guiding principles stay the same. Every client enjoys a meaningful relationship with their advisor, honest communication, and a high standard of ethics and professionalism.
At Quint-Essential Tax and Financial, we offer a holistic approach to wealth management, meaning that we can help with general investing, estate planning, and everything in between. We can also help with things like debt management, life insurance, health insurance, annuities and business retirement plans. Also, we leverage our knowledge of tax and accounting to provide an inclusive experience for our clients. Our in-house tax professional shows clients how to reduce their tax burdens and build for their future at the same time.
Contact us today to start enjoying the benefits of our professional, personal services at Quint-Essential Tax and Financial.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
What’s the deal with your yearly free credit report?
Even if you’re young and single, you should still consider protecting yourself.
Don't let procrastination keep you from pursuing your financial dreams and goals.
When considering life insurance, it's important to understand your options.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.