Let us help you reach your goals.
We take great pride in our work.
It all starts with building a relationship with you, so we know how to best meet your needs. Enroll in our comprehensive financial planning services to receive advice on the key areas of your financial life*.
* QA also offers limited financial planning reports to clients.
Our comprehensive financial planning services cover all the key areas.
NET WORTH &
Evaluating your current financial situation
Present and future consumption goal planning
Spending, savings and debt management
Risk tolerance assessment
Liquidity, return and income goals
Retirement feasibility and scenario analysis
Income distribution strategies
Survivor income planning
Start date and taxation issues
Optimization strategies for married clients
Life insurance analysis
Long-term care funding options
Disability insurance assessment
Coordinating will and trust strategies
Here’s how to get started
We work as a team to help coordinate the various parts of your financial life into a cohesive plan, leveraging our years of experience working with people just like you. We don’t work on commission, so you can trust that your best interests will come first at every step.
ENROLL IN QA
This is our digital hub where you can access key information, track your progress and review your plans with your advisor.
We’ll help you establish where you want to end up so we can align on the best path to get you there.
Comprehensive financial planning is included with managed account services or separately available for a fixed or hourly fee.
QA Wealth Center lets you keep up with it all in one place.
Cutting-edge technology that leverages your relationship with your QA advisor to develop and monitor your financial plans and investments.You can link all your financial accounts and plans, including your Deloitte 401(k) and Profit Sharing Plans.
Contact us to request access