Financial Strategies for Your Life and Legacy
We provide innovative financial solutions to family-oriented professionals. Working closely with our clients to prioritize their financial objectives, we aim to deliver a strategy that will help them achieve their goals now while planning for the future. By building long-term relationships with our clients and their trusted advisors, we are able to help provide comprehensive protection for their wealth and their legacy.
Success for the Present and Power for the Future
Successful professionals know that their money has power beyond building personal wealth, but it can be challenging to find the balance between current financial opportunities and security for the future. Here at Quinn Wealth Strategies, we help family-oriented professionals prioritize their financial goals to develop a plan that aligns with their lifestyle while allowing them to create a legacy for the people and things they care about. Whether your goal is to prepare for your next business venture, support a charity close to your heart, or leave a legacy for future grandchildren, we will help you create a roadmap to guide your finances on the path to success.
Mike is a CERTIFIED FINANCIAL PLANNER® with 15 years of experience in comprehensive financial planning and venture-specific advisement. We know you’re busy changing the world (or at least your part of it), and that’s why we take the time to discover opportunities that maximize and protect your wealth. When you want to check in, you can view your budget and financial gains on our comprehensive eMoney Dashboard whenever it suits you. We’ll work with you and your trusted advisors to ensure your wealth creates a powerful legacy while you spend time on what matters to you.
Recognized by Forbes
Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2024/07/10/methodology-americas-top-financial-security-professionals-2024/