A fee only financial planner on your side with customized one on one solutions.

When you connect with a financial planning resource, the last thing you want is cookie-cutter strategies or run-of-the-mill solutions. You want a financial planner who takes the time to understand who you are, where you’re going, and what matters most to you. It’s not about their commissions; it’s about your future.

 

Solutions

 

investment management

Investment Management

Investing wisely is your key to achieving what you want out of life: following your dreams today and leaving a lasting legacy to those behind you tomorrow.

tax planning

Tax Planning

Taxes are a necessary evil. This year was particularly challenging; some tax breaks were phased out as adjusted gross income increased. Yet, through tax minimization strategies, there are still ways to help you keep more of what you earn and give less to Uncle Sam.

retirement planning

Retirement Planning

You will need 70 percent of your retirement income to maintain your current living standard, according to the Department of Labor. The earlier you start preparing for retirement, the more certain you can be that your retirement goals are on track.

education planning

Education Planning

According to the College Board, the cost of tuition at a four-year, in-state public institution for this past year was around $18,000. And at a four-year private college? The average is over $42,000.

investment help

Investment Help

You lead a busy active life. Answer a few easy questions in plain English – we promise you won’t need a business degree, view your recommended investments and open an account.

Timothy Quinn, CFP®

Timothy is the founder of Quinn Financial Planning, LLC and is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 29 years in Chicagoland and more recently in the Phoenix area.

Proud Member Of:

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Ready to begin planning your financial future?

 

Quinn Financial Planning, LLC