Insurance Santa Rosa, Financial Petaluma, Financial Planner, Tax, Retirement Sonoma County

At Quest Financial Advisors, independent, un-biased advice is provided.

For our Corporate Plan Sponsor clients, our goal is to help them to develop best in class retirement plans for their employees.
 
We assist our Corporate Plan Sponsor’s employees to confidently accumulate and manage their retirement savings by helping them understand how their company retirement plan works and effectively allocate their plan assets for their retirement years.
 
Once retired, we assist our retiree clients in planning for their savings and income needs during their retirement years along with effective tax and wealth transfer planning. 
 
We achieve each of these goals through superior product, industry and taxation knowledge and investment analysis. In addition, for our corporate clients, we focus our attention on effective management of fiduciary responsibilities with respect to ERISA.

Product & Services Overview

Investments
Alternative Investments (i.e. Reits, Hedge Funds, Equipment Leasing)*
Bonds*
Common Stock*
Brokerage Accounts*
Government Securities*
Managed Accounts*
Treasury Bills*
Treasury Notes*
Variable Annuity* 
   
Qualified Plans & Rollovers
Traditional IRA
Roth IRA
Self Directed IRA
SEP IRA
Simple IRA
Educational IRA
401k
403(b), 457 and Deferred Compensation plans

Financial Planning*
Retirement Planning
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Executive Benefits Planning
Profit Sharing Plans 
 
Insurance
Life Insurance
Long Term Care Insurance
Group Health Insurance

Tax Planning
Gifting
Charitable Trust Planning
1031 exchange programs*
401(k), 403(b) and 457 Qualified plans
Deferred compensation plans 
    
  
*Securities and investment advisory services are offered through Multi-Financial Securities Corporation.