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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Knowing the rules may help you decide when to start benefits.
Don’t overlook the need for renter’s insurance if you rent your home.
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding the value of a home warranty.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.