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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
What’s the deal with your yearly free credit report?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Retirees traveling abroad need to know that their health insurance travels with them.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The decision whether to buy or rent a home may have long-term implications.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
It's easy to let investments accumulate like old receipts in a junk drawer.
Three things to consider before dipping into retirement savings to pay for college.