2700 12th Avenue SouthSuite AFargo, ND 58103
Listening, Planning, Advising.
At GoalQuest, our true passion is helping our clients and their families achieve their goals, so we will be there with you every step of the way, listening, planning, and advising.
When Markets React
Where Is the Market Headed?
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.
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.
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.
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.
We offer a full library of resources to help boost your financial planning knowledge.
Understanding the SECURE Act
Charitable Giving: Smart from the Heart
The Facts About Income Tax
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.
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.
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.
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.
Meet the Team
Waddell & Reed is not affiliated with any other entities referenced.