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2990 E. Northern Avenue
Suite D104
Phoenix, AZ 85028

Quality Financial Group, LLC

(602) 225-9595

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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.

Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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