GoalQueste, LLC

GoalQueste, LLC is a fee-only wealth management firm founded in 2011 that empowers individuals to lead meaningful lives by providing goal-based, comprehensive financial planning and portfolio management. Unlike traditional investment advisory firms, GoalQueste focuses on the big picture by guiding clients on important aspects of financial planning such as savings, retirement, spending, risk management, and leaving a legacy. The firm specializes in providing customized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and businesses, with a focus on tax, estate planning, risk management, retirement planning, and business development needs.