In This Article
Retirement planning is the ongoing process of helping you reach your goals and vision for retirement without sacrificing your current lifestyle or risking the possibility of running out of money in your lifetime. In this article we discuss GuidedQuest, how we can help you and what makes us so different.
GuidedQuest - What Makes Us So Different?
I'm Nora Hartquist, Founder and Chief Innovator with GuidedQuest, LLC…
Are you someone who appreciates custom precision engineering? Have you worked hard in the Federal government, very hard, to get where you are?
Someone who values the best, highest-quality, specialized advice for FERS/CSRS Employees? Are you family and faith focused with conservative values?
Then GuidedQuest is for you!
That being said, we know our talented team is not for everyone and not everyone is the right fit for us - and that's ok.
If high-quality, all-encompassing retirement and estate planning for Federal Employees seems excessive to you there are many more "cookie cutter" financial advisors at the local banks, insurance agencies & brokerages in your area.
Some may claim our attention to detail and high-touch approach to client relationships is overkill or extravagant...And they're right.
Does a retirement planning team really need to spend so much time coordinating your Federal Retirement strategy with a tax advisor and estate planning attorney? Absolutely not.
On the other hand, if you value tax-efficiency, not running out of money, keeping all you have worked so hard for in your family, and developing a plan with the goal to have a comfortable income regardless of the markets, then our custom built plan is for you!
You're going to love how we take something as complex as managing all aspects of your Federal Retirement, from your Pension, TSP, Life Insurance, Healthcare decisions, Social Security, Tax and Estate Planning, and make it simple and understandable regardless of your background and experience.
You're going to love how we create your confident retirement income plan so you stay comfortable despite inflation and taxes, and never run out of income or feel a “pinch” in retirement.
You're going to absolutely love how we welcome you into our client family.
Oh, and most of all, you're going to love the confidence and freedom knowing that you have a well thought-out plan specifically built for you and your family.
Yes, leaving no stone unturned is overkill, but it's absolutely necessary to protect your income and savings from extra taxes and market risk.
You've worked hard to accumulate what you have, isn't it time to include a team that's going to work just as hard to help you protect and grow it?
It's not about the latest financial product, it's about solving your concerns and achieving your aspirations. Let's chat how we can help you build a total, all-inclusive retirement and estate plan for you supported by our team of tax advisors, and estate planning specialists.
So give us a call on: 540.659.0300. You won't get a call center. You'll get our Director of First Impressions, Holly, eager to make your day better!
We look forward to speaking with you soon,
Nora Hartquist,
Founder and Chief Innovator with GuidedQuest, LLC…
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