ABOUT BOB QUINN
Certified, Qualified, Experienced, and dedicated to delivering unbiased financial insights to ensure your wealth-building efforts serve you best; the reasons I opened The Money Advisers more than a decade ago. When you are 50ish, your wealth building conversations encompass more areas of life, with more nuanced context directed by wisdom that only comes from being 50ish.
The best thing you can do for the poor, is not be one of them. - Andrew Matthews
SERVICES & RESULTS
INHERITANCE INVESTMENTS
I have been cautious about investing my whole life because of my parents’ bad experience. It was only when I engaged Bob to help me arrange my retirement finances that I fully understood risk in investment. I could see straight away the mistakes my parents had made – too many eggs in one basket. I have now invested in a globally diversified portfolio and I am very happy – no jitters.
I was leaving my job and had a package to resolve. I was referred to Bob. Bob got me 37% more severance - and a new client to boot.
WEALTH
My husband passed away - and Bob stepped in to facilitate wills, healthcare, and inheritance.
Bob volunteered to join me in the courts for my divorce hearing. Had he not been there, I probably would have ended up agreeing to my husband’s offer which was not in my best interest. In the end, my ex-husband accepted the offer that Bob had put together for me. It meant so much to me to have an expert in my corner.
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DIVORCE
DEMENTIA
DEATH
PENSIONS
We had invested in a property that was now a millstone around our necks and we were now seeking counsel on what to do. Bob showed us what our investment was costing us each month and that selling the property was actually the most sound financial decision for us, but it was only by sitting down with Bob that that became obvious.