Transition To Freedom

Gary Jorgenson

The American Group

My practice is based in the upper peninsula, and as retirement inched closer I become more and more concerned about finding a quality advisor to care for my clients. After meeting Jason through a mutual colleague, we began to craft not only a unique succession strategy for my unique needs, but also about service model delivery for my clients. Not only did I receive one financial advisor for my entire practice plus a dedicated admin and paraplanner to speak with, they also had access to new tax and estate planning teams. The AQuest team's combination of old fashioned face-to-face meetings and sophisticated technology made providing quality service to my clients a breeze, even from 550 miles away!

Center for Wealth Planning

Jason had been talking with a retiring advisor in my OSJ about a succession plan when the advisor became terminally ill. Jason's knowledge and experience in the succession process allowed him to create a plan that the advisor was comfortable with, as well as produce and sign a contract that provided the surviving spouse the full asking price for the practice in an extremely limited window of time. The AQuest team's process was easy, effective and able to adapt to this unique circumstance.

Linda Shultz, CPA

Molinaro Financial

I'm so happy that I decided to work with Jason and the AQuest Wealth team to help me transition to retirement. They provide the customer-centered focus that my client base deserves, while also enabling me to develop a customized strategy for my transition out of the industry. The amazing staff at AQuest was able to transition almost 90% of my clients to LPL in 5 weeks. With Jason and AQuest, I found a partner that I could trust to work with me. Transitioning a business has many facets to consider. The team at AQuest helped me transition my business so I could focus on my own personal retirement.

James Rodney Charles, CFP®

The Financial Freedom Group

Making the move to transition out of our industry is challenging. For me, the first decision was to make the decision. Then it became finding the right people and process for carrying that our effectively. My initial criteria were to find an independent, trustworthy, and educated partner who practiced the art of financial planning. From there, it migrated to the ease to making the move and who had the financial wherewithal to carry out the terms of a agreement. There are many quality people and organizations within the financial services industry. Fortunately for my clients, my family and myself, I found a partner in AQuest Wealth and Jason Van Duyn.

David M Zorn CLU, ChFC

Planning client’s retirement always seemed so easy, while my own retirement had so many unknowns. What does a succession plan look like? How does it work? Will my staff be kept on and treated fairly? Will the new firm take care of all of my clients or just the top ten or twenty percent? In developing my succession plan with Jason I was able to control the transition process as well as ensure that my entire staff and client base would be well cared for. AQuest built out a beautiful new office, offered my staff a great benefit package and matched each of my clients individually with an AQuest advisor based on their personality and unique financial situation. I’m so at ease knowing that my team and clients have partnered with AQuest Wealth.