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SEE IF QUEST IS A GOOD FIT FOR YOU

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Our goal is to protect the AT&T, DTE and GM clients’ assets while finding ways to make their desired retirement lifestyle possible.

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Quest Financial works with friends from AT&T in Michigan, Ohio, Georgia and Texas area to help them to transition into retirement with success. Over the years we have created close and personal relationships with our clients. 
 
Downsizing, economic uncertainty, and fear of retirement can present significant challenges for your financial strategy and it may take more than just market performance and simple investment strategies to provide you with the confidence you deserve for your financial security. That’s why we are committed to earning your trust by thoroughly understanding your needs, goals, and dreams and helping to keep you on the path to financial security throughout your retirement age. 

AT&T Employee?

Download your simplified guide to retirement today!
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​Here are some of the things the guide goes through:

• How is your pension calculated at AT&T?
  
• What milestones do you need to hit to get a pension?
  
• Should you take a monthly payout or a lump-sum pension?
  
• What are your Social Security benefit options?
  
• How does your 401(k) figure into all of this?
  
• “How do I guarantee I won’t outlive my money?”
  
• The Retirement Checklist

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Are you prepared for retirement?

You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money?

​Click the button below to download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.

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