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Our goal is to protect our clients’ assets while finding ways to make their desired retirement lifestyle possible.

Quest Financial works with friends from AT&T in several states across the country 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. 

Separating from AT&T?
​Get access to our video titled ​"Roadmap to Your Stress-Free Retirement" exclusively for AT&T employees and retirees!

The video goes into more detail about:
   > Your 401(k) and Pension Options 
   > Pros and Cons of Monthly vs Lump Sum Pension
   > How Interest Rates Can Effect Your Lump Sum
   > Quest Financial's Unique Concept of "The 3 Worlds of Money"
   > The Three Components of an Investment
   > IRS Tax Rules
​
And see several examples of how it all works!

AT&T Employee?

Download your simplified guide to retirement today!
​
​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

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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HEADQUARTERS:
2075 W Big Beaver Rd
Troy, MI 48084
866.QUEST.01
with locations in
Atlanta, Cleveland, Chicago,
Dallas, St Louis, and Kansas City​


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​Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal.  No Investment strategy can guarantee a profit or protect against loss in a period of declining values.  Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
 
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.