You’ve worked hard to get to where you are financially, but you are still working towards a more rewarding future. We believe that working with the right financial advisor can put you on track to achieving your goals. Whether you are busy building your own career, starting a business, or raising a family, chances are you don’t have the time to manage the increasing complexity of a successful financial life. That’s where we come in.
At MQS, we believe that not all skills can be done away with by technology. We believe in people and the power of relationships. Our Wealth Creators service offers a cohesive, flexible financial planning and investment solution to free up your time and energy so that you can focus on your work and family. We believe in leveraging technology to provide our clients with the smoothest experience possible and combining it with our human talent to maximize results.
How It Works and What it Costs
Our service levels offer flexible solutions that meet your individual needs.
We’ll work with you to gather all of the necessary information on your income, savings, and spending habits to draft a financial plan around your stated goals. This service includes the creation of your plan and a meeting or videoconference with an advisor to review your plan.
Work with an advisor to establish your risk tolerance and develop the parameters for your investment portfolio. Wealth Investors receive an annual performance report and meeting with their advisor. This offering also includes 24/7 access to the client portal so that you can view your investments and access your report.
If you are serious about your financial future, than combining the power of planning and investing is right for you. Wealth Creators work with an advisor to create a financial plan, establish goals, and create a portfolio of investments to put them on track towards meeting them. This offering includes bi-annual meetings with your advisor, quarterly performance reports, 24/7 access to the client portal, the creation of your financial plan and ongoing investment management.
To learn more about these services please contact firstname.lastname@example.org.