Unlock your dream retirement
Planning for retirement is one of the most crucial financial steps you can take to ensure a secure and comfortable future. Retirement planning involves setting goals for your post-working years, determining the steps necessary to pursue those goals, and executing a strategy that aligns with your lifestyle and financial situation. Our team specializes in designing and implementing comprehensive retirement strategies that set you and your family up for success.
Retire with confidence and clarity
We understand that retirement is not a one-size-fits-all process. Each individual has unique needs, aspirations, and financial circumstances. Our goal is to help you navigate the complexities of retirement planning, from identifying the appropriate investment vehicles to implementing tax-efficient strategies. With decades of experience, our team is dedicated to providing personalized guidance and support to help you build a robust retirement plan that gives you the confidence you deserve.
Maximize your spending power
The amount of income you generate in retirement directly impacts your overall happiness and quality of life. Our team focuses on identifying the best financial strategies to maximize your spending power in retirement. *We leverage a mix of tax-advantaged accounts, strategic asset allocation, and advanced planning techniques to give you a reliable income stream throughout your golden years.
Real Retirement Success Stories
See what our clients say after working with us
Sue J.
“I am so lucky to have Jason and his team managing my investments. He has helped me make the right decisions for my investments in my retirement as well as before. He is extremely knowledgeable and I trust his advice and suggestions. He takes the time to educate me on the best strategies and why he is recommending them to me. He treats me like family and always makes me feel comfortable. His staff is very friendly and also makes me feel at home. I would highly recommend Jason as a financial advisor.”
This statement is a testimonial by a client of the financial professional as of 03/07/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Marvin P.
“I have to admit everyone should have a financial advisor like Jason, you can tell he is genuinely concerned about my family’s future. He doesn’t just talk money or numbers, he asks about my family’s wants and needs. Most of all he emphasizes to contact him at any time with concerns. His whole staff treats you as family, I’m totally happy with his service”
This statement is a testimonial by a client of the financial professional as of 04/03/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Bill H.
“I have been a client of Aquest Wealth since its inception and with Jason Van Duyn prior to that. He and his staff at Aquest Wealth have always been knowledgeable and involved in pursuing my financial goals. They are always willing to educate and inform me with the tools to make sound financial decisions. I now have been retired for over 10 years and am grateful for the help that the AQuest team has provided”
This statement is a testimonial by a client of the financial professional as of 11/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Social security optimization
For many Americans, Social Security will make up the majority of their retirement income, so optimizing it is essential. We can help you navigate the complexities of benefit claims to maximize your income. Our advisors assess your earnings history, health status, and retirement goals to determine the best strategy for claiming benefits.
Passing on your legacy
Building generational wealth is a key aspect of securing your family’s financial future. We design custom strategies intended to maximize your estate’s value, minimize tax liabilities, and guarantee a smooth transfer of wealth to your loved ones. With tools like wills, trusts, and power of attorney, we can protect your legacy and ensure you pass down your wealth according to your wishes.
*Asset allocation does not ensure a profit or protect against a loss.
LPL Financial and Aquest Wealth Strategies do not offer legal advice or services.
Start your path to financial freedom
Ready to start working towards your dream lifestyle and become confident in your financial future? Click the button below to schedule a free discovery call with our team to see if we’re a good fit for one another.
