Financial Planning

A roadmap for each stage of your journey

FINANCIAL PLANNING

Planning provides direction

Developing thorough plans is an important foundation for clarifying your goals, setting direction and then managing your investments accordingly. We work as a team to create a plan specific to your personal goals and objectives and coordinate with your accountant, attorney and other financial relationships as needed.

Our comprehensive financial planning services cover all the key areas
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Net Worth & Cash Flow
  • Evaluating your current financial situation
  • Present and future consumption goal planning
  • Spending, saving and debt management
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Investment Planning
  • Portfolio design
  • Risk tolerance assessment
  • Liquidity, return and income goals
  • Investment planning tool here
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Retirement Planning
  • Retirement feasibility assessment
  • Scenario testing and analysis
  • Income distribution strategies
  • Survivor income planning
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Social Security Planning
  • Recommending start date and addressing taxation issues
  • Reviewing optimization strategies for married clients
  • Social Security benefits tool
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Personal Risk Management
  • Life insurance analysis
  • Long-term care funding options
  • Disability insurance assessments
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Estate Planning
  • Coordinating with legal and tax advisors on will and trust strategies
  • Beneficiary designations
  • Charitable planning

Your Roadmap

In addition to comprehensive planning, we may also provide you with limited financial planning reports. Either way, our wealth management team, which includes several CFP® professionals, will help create a plan specific to your personal goals and objectives.

Your Roadmap

In addition to comprehensive planning, we may also provide you with limited financial planning reports. Either way, our wealth management team, which includes several CFP® professionals, will help create a plan specific to your personal goals and objectives.

Wealth Center

This resource makes planning easier by allowing you to consolidate all of your financial information in one location.

Visit our Wealth Center to learn more about this convenient way to organize your financial life.

Meet With An Advisor

Investment Planning Tool

This eMoney investment planning tool is made available to you by QA Wealth Management, a division of Quantitative Advantage, LLC (QA), pursuant to a license from eMoney Advisor, LLC. While QA believes that the eMoney investment planning tool software is reliable, QA does not guarantee that the software is accurate, complete or current, and is not responsible for any loss caused or alleged to be caused directly or indirectly by information generated by the tool.

Please note that the eMoney investment planning tool performs only limited analysis and may not take all relevant variables into account. If you would like a more detailed analysis, a QA wealth management advisor would be pleased to assist you.

For more information about QA, its investment programs, fees, and the risks associated with the investments which QA may make or recommend, please review QA’s Form ADV disclosure brochure, which is available at www.QAwealthmanagement.com, or upon request from QA’s compliance department by telephone at 866-767-8007, by writing to 10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343, or by email to compliance@QAwealthmanagement.com. Please review the Form ADV disclosure brochure carefully before or at the time you enter into an agreement with QA.