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A Customized Strategy. Your individual circumstances and
requirements are carefully blended into a strategy designed to
achieve your unique goals. The "what ifs" and sensitivity analyses
provide you an understanding of your entire financial picture.
Coordinated Planning. Seeing the entirety of your financial
situation allows for enhanced coordination with your tax preparer,
attorney, and/or insurance provider. This will better synchronize your
entire financial plan as it reduces the likelihood of errors.
Your Time is Money. How much time is spent on managing your
financial affairs? What if you could devote more time to other
priorities? You will see a significant reduction in the time that you
devote to your finances and more time to devote to the activities you
truly enjoy.
Independence & Objectivity. As an independent advisor, QRS
has the freedom to seek the products and services that provide you
with the most value for your money. Be it portfolio managers, tax
advice, mortgage products, insurance products, or any other
financial decision, QRS recommendations and solutions are offered
with your best interests in mind. As a fee-only advisor, conflicts of
interest from selling products are not present.
Peace of Mind. You can be confident in the knowledge that you are
receiving high quality advice from a trusted advisor that results in
your financial success!
requirements are carefully blended into a strategy designed to
achieve your unique goals. The "what ifs" and sensitivity analyses
provide you an understanding of your entire financial picture.
Coordinated Planning. Seeing the entirety of your financial
situation allows for enhanced coordination with your tax preparer,
attorney, and/or insurance provider. This will better synchronize your
entire financial plan as it reduces the likelihood of errors.
Your Time is Money. How much time is spent on managing your
financial affairs? What if you could devote more time to other
priorities? You will see a significant reduction in the time that you
devote to your finances and more time to devote to the activities you
truly enjoy.
Independence & Objectivity. As an independent advisor, QRS
has the freedom to seek the products and services that provide you
with the most value for your money. Be it portfolio managers, tax
advice, mortgage products, insurance products, or any other
financial decision, QRS recommendations and solutions are offered
with your best interests in mind. As a fee-only advisor, conflicts of
interest from selling products are not present.
Peace of Mind. You can be confident in the knowledge that you are
receiving high quality advice from a trusted advisor that results in
your financial success!
The QRS Value Propositions
Contact us:
Stephen Ries, CFP®, ChFC
QRS Wealth Management LLC
(856) 979-7788
steve.ries@qrswm.com
Stephen Ries, CFP®, ChFC
QRS Wealth Management LLC
(856) 979-7788
steve.ries@qrswm.com
© 2008 QRS Wealth Management LLC. All rights reserved. Disclosure Information
Why a QRS Advisor is Right for You
You will realize peace of mind from knowledge and a clear vision of the path to
your financial goals. High-quality advice that is tailored to your unique
circumstances and objectives saves you time and inevitably leads to your
success. Whether you have already obtained financial security, or are striving
for the freedom that comes with financial independence, the QRS methodology
delivers results focused on your success.
QRS analyzes your financial situation from different angles and then applies
the right formula of both quantitative and qualitative analyses in constructing a
plan for you. Using proprietary software, we analyze the flow of numbers to
best coordinate all aspects of your financial life. Your plan is then examined
from a logical and practical perspective so that when it is presented, you can
be assured that this well-crafted plan is designed with your best interests in
mind. You then have the ability to see the "big picture" as well as the fine
details of your financial future. It is with this knowledge that you will
understand both your present and future financial path, as well as how your
financial goals will be attained.
your financial goals. High-quality advice that is tailored to your unique
circumstances and objectives saves you time and inevitably leads to your
success. Whether you have already obtained financial security, or are striving
for the freedom that comes with financial independence, the QRS methodology
delivers results focused on your success.
QRS analyzes your financial situation from different angles and then applies
the right formula of both quantitative and qualitative analyses in constructing a
plan for you. Using proprietary software, we analyze the flow of numbers to
best coordinate all aspects of your financial life. Your plan is then examined
from a logical and practical perspective so that when it is presented, you can
be assured that this well-crafted plan is designed with your best interests in
mind. You then have the ability to see the "big picture" as well as the fine
details of your financial future. It is with this knowledge that you will
understand both your present and future financial path, as well as how your
financial goals will be attained.
1. An Experienced and Trustworthy Professional on Whom You can Depend
2. Knowledgeable in Constructing and Protecting Wealth Building Plans
3. Skill Set to Clearly Explain Choices and Help You Make Wise Decisions
4. Strong Academic Background with Accredited Designations
5. Provider of Objective Advice Who Is Not Trying to Sell Products
6. Relationship Oriented Advisor Who is Responsive to Your Concerns
7. Someone Truly Dedicated to Help You and Your Family Reach Your Goals
2. Knowledgeable in Constructing and Protecting Wealth Building Plans
3. Skill Set to Clearly Explain Choices and Help You Make Wise Decisions
4. Strong Academic Background with Accredited Designations
5. Provider of Objective Advice Who Is Not Trying to Sell Products
6. Relationship Oriented Advisor Who is Responsive to Your Concerns
7. Someone Truly Dedicated to Help You and Your Family Reach Your Goals
| What You Can Expect From Your QRS Advisor |
Quality Advice Results in Your Financial Success
