Welcome to QOLity Financial
"Each day millions of Americans must make important financial decisions, from Baby Boomers on the verge of retirement to the younger generations looking for ways to build their nest eggs. As company-sponsored pensions are being replaced by self-administered 401(k)s and IRAs, and as more responsibility for medical coverage shifts to individuals, Americans today are often required to make a broader range of financial decisions than the decisions their parents made, and more people are finding professional financial planning assistance a necessity."
Karen P. Schaeffer, CFP®; Chair, CFP Board’s Board of Directors; "CFP Board Raises Ethical Standards for
Financial Planners to Address America’s Growing Need for Financial Advice"; July 9, 2007.
KNOW WHAT YOU HAVE AND MANAGE IT ALL IN ONE PLACE
Remember when you were a kid and everything you owned fit into one box? Today, you have many boxes. Do you know where they all are? Now you can use a tool to see your bottom line at any time, from anywhere. Because those who know what they have fare better than those who don't.