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.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
How literate are you when it comes to your finances? Brush up with these five basics.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
Women must be ready to spend, on average, more years in retirement than men.