Broker Check

GoalQuest Financial Group

2700 12th Avenue South
Suite A
Fargo, ND 58103

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Financial Planning

Financial Planning

Many of Life's great journeys share something in common: the unexpected. 

We became financial advisors in an effort to help others thrive through all the seasons of life.

Let's work together to help ensure you and those you care for are properly prepared and in a comfortable financial position. 

Because the most important things in life aren't things. 

Start Planning
Retirement Services

Retirement Services

We believe retirement is a reward for a life well lived. But reaching the milestone isn’t something that just happens; it takes long-term strategic planning.

You're never too young or too old to start investing in your future. No matter your age, stage in life, or financial destination, we believe a comprehensive plan offers the highest potential for getting there. 

Imagine the possibilities and we'll strive to make it happen together.

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Investment Management

Investment Management

Investing should be easy – just buy low and sell high, but most of us have trouble following that simple advice.

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

Find Out How

Helpful Content

We offer a full library of resources to help boost your financial planning knowledge.

<p>Saving for Retirement</p>

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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<p>And the Executor Is</p>

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Building Your Investment Strategy Using Riskalyze

Capture Your Risk Number

Capture Your Risk Number

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision making process. 

Align Your Portfolio

Align Your Portfolio

After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you understand your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we may incur over time. 

Define Your Retirement Goals

Define Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, we believe you'll better understand what we can do to help you reach those goals. 

Waddell & Reed WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with us to set budgets and create a plan to pursue your financial goals.

Explore WealthLink

Questions? Let's connect.

GoalQuest Financial Group

701.540.4019

2700 12th Avenue South
Suite A
Fargo, ND 58103

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Waddell & Reed is not affiliated with any other entities referenced.