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Exit Ready — Or Not?

Someone is sitting in the shade today because someone planted a tree a long time ago. – Warren Buffett  Exit Planning is a process of controlling a retirement strategy. It’s about Reducing Risk, Preserving Wealth and Maximizing Value. 

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Being a Financial Caregiver to Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

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When Questmont Strikes Up the Band!

The Questmont 2016 Summer Soiree hit in full force last week, bringing out the dancers in friends and clientele alike. Taking advantage of the warm summer evening, the fabulous sound of The Maxwell Project kept the crowd on their feet into the wee hours!

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Spring Educational Summit – The New RetireMENTALITY

Here at Questmont we offer more than just a yearly review of your portfolio. We like to keep our clients in the know, educated about the factors that could effect them. This years’ Spring Educational Summit was all about The New RetireMENTALITY and what you need to keep in mind when you bow out of the

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Questmont’s Taylor Ranker on ABC27 News

With the Democratic and Republican candidates presumptively decided, all eyes now turn to the General Election. One of the biggest issues that we follow is the divide between Donald Trump’s plan for taxes and that of Hillary Clinton. Taylor Ranker of Questmont Strategic Wealth Advisors was invited to speak on this topic last night on

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Questmont Strategic Wealth Advisors Rock Rubicon

Clientele and friends celebrated a banner year for Questmont at the Annual Ambassador Event on November 6. At Questmont, we believe in thanking those who help to make us successful. All of those attending introduced at least one new client into Questmont this year.

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2015 Summer Soiree Event

When it comes to keeping clientele happy, Questmont doesn’t play! And dancing the night away wasn’t an issue for Questmont personnel, friends and families at Stocks Manor in August.

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Protecting Your Personal Wealth – Questmont Sponsors CYA Summit

Whether you’re a new client or one that’s been working with us for a while, you know that at Questmont Financial Advisors, we do things differently from most other Wealth Management firms. On April 30, Questmont sponsored the 2015 Wealth Preservation Summit, which we dubbed CYA – for Conserve Your Assets! The event was held

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Do You Qualify?

To learn more about the professional history of our financial advisors, visit

FINRA’s BrokerCheck