Quest Capital Strategies, Inc. | John M. Dooley

engage, enlighten and empower.....

On average most individuals will prepare for their future financial 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, by allowing each piece to accomplish its own task while also supporting tasks associated with the other pieces. Anything less is risky. It doesn't matter if you are just starting out or already enjoying retirement, the goal is to create a better tomorrow by minimizing financial risks associated with your personal well-being, we call it... Your 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 past unpleasant experiences that may leave you guarded about what you’re willing to disclose. As such, the conversation should begin with… if they can help, not how. At the end of the day, alignment with the individual and/or family’s objectives is the only acceptable test for recommendations.

We offer a comprehensive integrated approach that also engages and educates our client along the way….

One benefit of having professional guidance could be the peace of mind that comes from knowing you have a well thought out strategy, creating a better big picture view of your financial situation… which can be monitored, reviewed and changed to fit your life or to 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. The advisors’ job is to employ good financial discipline and assist their client in an objective manner using the necessary tools and services. The advisor should also serve as a non-emotionally attached resource. This additional value-added is considered the basis of behavioral finance and removes the number one flaw associated with self-directed accounts… self-sabotage, creating an optimal client relationship.

J.M. Dooley Financial Services

The author of this website is licensed to transact business in the following states…
New Jersey, Pennsylvania, Delaware and Maryland

financial services, tax planning and accounting services provided through
Abacus Personal Finance an Independent Entity Not Owned or Operated by Quest Capital Strategies Inc.
Wilmington, Delaware 19801 (800) 921-1945

securities products and services offered through
Quest Capital Strategies Incorporated - 23832 Rockfield Blvd. Ste. 130 Lake Forest, CA. 92630 (949) 830-4885
A Registered Broker-Dealer Member FINRA/SIPC

Site content is developed from sources believed to be providing accurate information. Information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All content presented on this website is for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Providing said information does not, in any form, oral, written or otherwise, create, establish or develop a relationship between Abacus Personal Finance or its affiliated third parties with the reader of material presented herein.

Products and services available through Quest Capital Strategies Incorporated (unless stipulated) are not FDIC insured; not guaranteed by any bank and are subject to risks normally associated with those products or services including the possible loss of the principle amount invested.

Theme Design by Thrive Marketing All Rights Reserved © 1996-Present