Financial Planning
Many of Life's great journeys share something in common: the unexpected.
We became financial advisors in an effort to help others thrive through all the seasons of life.
Let's work together so that you and those you care for can work towards being properly prepared and in a confident financial position.
Because the most important things in life aren't things.
Retirement Services
We believe retirement is a reward for a life well lived. But reaching the milestone isn’t something that just happens; it takes long-term strategic planning.
You're never too young or too old to start investing in your future. No matter your age, stage in life, or financial destination, we believe a comprehensive plan offers a potential for getting there.
Imagine the possibilities and we'll strive to make it happen together.
Investment Management
Investing should be easy – just buy low and sell high, but most of us have trouble following that simple advice.
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.
An Inside Look at Retirement Living
Estate Strategies of the Rich and Famous
The Facts About Income Tax
Capture Your Risk Number
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision making process.
Align Your Portfolio
After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you understand your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we may incur over time.
Define Your Retirement Goals
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, we believe you'll better understand what we can do to help you pursue those goals.
GoalQuest Financial Group
701.540.4019
2700 12th Avenue South
Suite A
Fargo, ND 58103