Who is QRS & Associates?
Our firm provides retirement, business and estate planning and investment management for successful business builders, affluent investors, retirees and pre-retirees who want to make wise choices regarding their wealth.
Wealth Advisors:
We utilize a consultative process and comprehensive approach of meeting the needs and wants of our clients by coordinating with a team of experts to provide integrated solutions for the unique needs of our clients. Our purpose is to offer solutions that solve or enhance our client's financial situation. To accomplish this, from time to time we may refer the client to an unafilliated Network of Specialists below as needed.
Network of Specialists
- Relationship Manager - Coordinates and determines which specialists are needed
- Tax Planning Specialists – Certified Public Accountant, CP
- Estate and Business Planning, Trust and Legal Expert – Attorney at Law
- Advanced Estate and Legacy Planning Specialist – Certified Financial Planner®, CFP®, Accredited Estate Planner®, AEP®
- Wealth Portfolio Management Specialists – Certified Investment Management Analyst®, CIMA®, Certified Financial Analyst®, CFA®