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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When to start? Should I continue to work? How can I maximize my benefit?
What’s the deal with your yearly free credit report?
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A special needs trust helps care for a special needs child when you’re gone.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
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.