Quest Capital Strategies, Inc. | John M. Dooley

engage, enlighten and empower.....

On average most individuals will prepare for their future retirement needs through… employer-sponsored benefits, social security contributions, insurance and savings. Maybe they’ve even invested, but chances are each of these pieces were developed independently and at different times in their life…

Financial success requires integration, allowing each piece to accomplish its task while supporting tasks associated with the other pieces. It doesn't matter if you're just starting out or already enjoying retirement. The goal is to create a better tomorrow... by managing assets and mitigating risk going forward, it's a deliberate exercise we call... a future well defined!

The secret to success is getting started, having a goal without a plan is just a wish….

Too often this process begins with an agenda the advisor/agent brings to the table. In our opinion this reinforces the past unpleasant experiences that leave you guarded about what you’re willing to discuss. As such, the conversation should begin with your thoughts, goals and plans before moving to… if they can help, and how. At the end of the day alignment with your individual and/or family’s objectives is the only acceptable test for recommendations.

We offer a mutually collaborative approach that engages and educates our client along the way….

One benefit of having professional guidance would be the peace of mind that comes from knowing you have assistance with creating a big picture view of your financial situation… allowing it to be monitored, reviewed and changed to fit your life or counter issues that may arise. With that in mind, we’re committed to offering visibility, transparency, and flexibility just like the do-it-yourself method, plus experience.

In general, the client is responsible for articulating their personal goals… what they require for themselves and their family in both the short and long term. Our job is to employ good financial discipline and assist the client objectively using the necessary tools and services. We also serve as a non-emotionally attached resource. This additional value-added is considered significant, and removes the number one flaw associated with self-directed accounts… self-sabotage, creating an optimal client relationship.

J.M. Dooley Financial Services

Abacus Personal Finance...
Working Together to Create a Better Tomorrow

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