04/08/2025
Q’s Tip Tuesday:
Recent market volatility has raised concerns regarding retirement and the sequence of return risk. If you haven’t considered a buffer asset, perhaps we should have a conversation.
Adding Whole Life Insurance Cash Value As A Volatility Buffer In Retirement
The next potential use for whole life insurance in lifetime financial planning is using the cash value as a volatility buffer asset to help manage the sequence-of-returns risk for investment portfolio distributions.
06/28/2024
Q Financial would like to congratulate and recognize Robert Quiroga on his outstanding achievement in qualifying for his 10th Council.
Robert Quiroga, a Baylor graduate and retired professional athlete, brings over 12 years of experience in the financial industry. He has built a successful practice and developed a passion for serving his clients as a Financial Advisor and fiduciary with Eagle Strategies, LLC.
Robert’s main focus is understanding the needs and objectives of clients, resulting in the development and implementation of a financial strategy that achieves those goals - including wealth preservation, retirement income planning, wealth accumulation, and estate planning. Robert also manages several company’s 401K retirement plans. Through on-going monitoring and reviewing of the client’s financial plan, incorporating the client’s estate attorney and tax professional, clients find comfort knowing they are on the right path to achieving their financial objective.
Hobbies include spending time with his family, traveling, and coaching his children’s sports teams.
06/25/2024
Take control of your future by ensuring you're on the right track to achieve your financial goals.
https://bit.ly/3VWr4Do
04/11/2023
Q's Tip Tuesday:
With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more. http://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf
11/22/2022
Q's Tip Tuesday:
Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart strategies from this article.
http://www.eaglestrategies.com/public_files/planning-essentials-7_Tips_for-Long-Term-Investing-_Success_-_eagle_Final.pdf
08/09/2022
Q Financial would like to congratulate and recognize Robert Quiroga on his outstanding achievement in qualifying for his 9th Council.
Robert Quiroga, a Baylor graduate and retired professional athlete, brings over 10 years of experience in the financial industry. He has built a successful practice and developed a passion for serving his clients as a Financial Advisor and fiduciary with Eagle Strategies, LLC.
Robert’s main focus is understanding the needs and objectives of clients, resulting in the development and implementation of a financial strategy that achieves those goals - including wealth preservation, retirement income planning, wealth accumulation, and estate planning. Robert also manages several company’s 401K retirement plans. Through on-going monitoring and reviewing of the client’s financial plan, incorporating the client’s estate attorney and tax professional, clients find comfort knowing they are on the right path to achieving their financial objective.
Hobbies include spending time with his family, traveling, and coaching his children’s sports teams.
04/12/2022
Q’s Tip Tuesday:
Are you taking advantage of what’s available for you and your retirement savings and investments? Schedule a consultation and have your accounts professionally managed.
01/25/2022
Q’s Tip Tuesday:
The BIGGEST and most crucial part of your investment and financial planning is working with the right Financial Advisor. At Q Financial, I aim to give you a tailor-made plan for YOUR situation.
The most crucial part of retirement financial planning
Picking the right planner and adviser can make all the difference