Financial and Retirement Planning

QFN is a full service financial consulting firm focused on helping business owners, professionals, high net worth families, real estate owners, and individuals make the best tax and financial decisions. We know that our clients want to make good decisions throughout their lives, in order to create financial security and peace of mind. Many people fear making mistakes, and possibly running out of money during retirement. We are here to help guide you through the sometimes "overwhelming" process of planning for your success.

Please explore the resources you'll find on our site, for more information on specific topics; comprehensive education is the best foundation for good decision making.  We're always available to help, so feel free to contact us, at any time, for a more specific discussion of your needs, at our toll free number:  800-224-1053

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Go Green, But with Care

Socially responsible investing has become a force to be reckoned with.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

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