Helping Small Business Owners Navigate the Retirement Maze
As a small business owner, you’re faced with a number of decisions every day regarding your company and employees. In the process of handling your business and career, your personal planning may have fallen by the wayside. At Quality Financial Group, LLC, we are very familiar with the day-to-day challenges of running a business. Led by Frank Mosier, a registered representative with more than 20 years of experience, our professionals' goals are to serve as your financial partner to help ensure your personal financial strategies are in place, including business planning and income planning.
While owning a business and strategizing for retirement can be complicated, we strive to simplify the process of business and retirement strategizing. As business owners ourselves, we bring our own experiences to the table to help our clients plan for their futures, reduce expenses, maximize profits, and leave legacies.
Based in Phoenix, we work with clients throughout Arizona. We invite you to contact us today to learn more about how we can assist with your personal financial needs while you focus on your business.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
When you’re married and have children, insurance needs will be different.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
What is your plan for health care during retirement?
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.