Where Do You Want Your Future Financial Roadmap to Take You?
Bringing Your Entire Picture Together: One Piece at a Time
Q2 is a financial planning and investment management firm that helps clients plan and manage retirement; the before and after.
Our mission is to provide customer service, an organizational process, and help navigating your financial roadmap.
Over the years we've realized most clients need a full-service firm. We’ve also realized, most investors struggle to know the questions to ask, to get the answers they need. To help, we spend quality time with our clients asking questions and working on an open dialogue.
Let's take a moment and think of your career, then imagine someone that just finished school. They may have a great education, but your years of experience remain critical when it comes to making decisions.
Now image our value proposition, the access to our knowledge, our skill, our professional information & tools, and our organizational process. This is our career, this is what we do, and we do it everyday.
We understand retirees face many important decisions affecting their success. Some of those decisions revolve around investments because growth is the cornerstone to a successful journey but it can’t be your only focus. Think of investing as an arrow in your quiver and when you combine that arrow with a well-designed bow it becomes an even more powerful and accurate arrow.
How do you start?
You engage our services in two ways, engage our investment management and/or our financial planning.
- Got questions? We have answers. Schedule a 3-Step Review and let's discuss your income needs, taxation, and risk comfort level.
- Are investments top of mind? Then, schedule a meeting and let's explore our investment services and strategies.
- Is risk a concern? Then, maybe an annuity can help, let's schedule a meeting and find out.
- Is retirement on the horizon? If so, let's start a plan, click below and schedule your first meeting.
Take control and learn about where your money can go today
The Five Buckets
Our Services
Focused on You
Rather than focusing on sales quotas, as a fiduciary firm, we focus on you, your goals, and your aspirations. We have access to any investment or insurance product we need, we're not captive, and no one restricts what we can offer, or forces certain products. Want help navigating tax? We can discuss and help, where some are restricted from talking about the topic, as an independent registered investment adviser we can customize and focus on you.
Designed for You
A New Approach to Planning
Planning for one goal would be expecting the entire picture to come together with only one puzzle piece. At Q2, we plan for multiple goals and believe your retirement journey has phases we call your Go-Go, Slow-Go, and No-Go years. To find out more book a meeting.
4 Critical Social Security Facts
Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know for retirement.