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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Gaining a better understanding of municipal bonds makes more sense than ever.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that home, you invested that money?
Investors seeking world investments can choose between global and international funds. What's the difference?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.