Broaden Your Practice's Impact with Our Expert Collaboration
PrimeQuest Wealth Strategies: Where Proactive Management Meets Strategic Tax Planning
We're Business Consultants and Do Our Best Work With:
Business Owners & Professionals
Who value experienced guidance from professionals who not only understand their unique challenges but also share the experience of running a business.
Aged 50+
We specialize in assisting married couples aged 50-60 who are business owners or professionals in the tech and healthcare industries.
Income/Cash Reserves
50k or more of excess company reserves or individuals with an income of at least 250k annually.
Retirement Planning
We specialize in tailoring retirement plan solutions to address the unique needs of your company, including customized options such as Roth conversions strategies.
What We Do
Roth Conversion Strategies
We offer personalized Roth conversion planning tailored to your unique financial situation. Our service includes:
- Age-based conversion timing
- Income trajectory analysis
- Tax bracket optimization
- Multi-year conversion planning
- 401(k) rollover opportunities
- Retirement goal alignment
- Tax-free growth maximization
We will design a strategic conversion plan that minimizes current tax impact while maximizing long-term tax-free growth. Whether you're early in your career or nearing retirement, we'll help you make informed decisions to optimize your retirement savings and tax efficiency.
Retirement Planning
We provide comprehensive retirement planning to ensure your financial security and peace of mind. Our service focuses on:
- Roth Conversion Strategies
- Goal-oriented strategy development
- Retirement savings optimization
- Sustainable income generation
- Risk-managed investment approach
- Ongoing tax efficiency planning
- Holistic financial life integration
We'll regularly assess your plan's success rate, make necessary adjustments, and keep you informed in clear, understandable terms.
Our aim is to give you the confidence to enjoy retirement, knowing your financial future is secure and well-managed.
Reach out with questions. We’re here to help!
We welcome you to reach out to us if you have questions related to their investment accounts, contributions, tax documents, or any items that you feel would be helpful as their tax advisor. We believe there is an incredible amount of synergy between our professionals and would like to be a resource to you and your team.
Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and PrimeQuest Wealth Strategies, Inc. are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
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