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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Gaining a better understanding of municipal bonds makes more sense than ever.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A letter of instruction provides additional and more personal information regarding your estate.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A few strategies that may help you prepare for the cost of higher education.
There are things about Social Security that might surprise you.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?
A bucket plan can help you be better prepared for a comfortable retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.