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![]() Thomas Quinlin is not your typical financial advisor. Sure, he has all the official credentials and the success stories to prove his mettle. But his vision of what he does for his clients goes way beyond the traditional stuff.
Imagine this: A financial advisor who really listens to you. Who wants to know what really makes you tick. Who hopes your hopes and dreams your dreams with you -- and then helps you turn them into reality. Someone who helps you find ways to fund the life you really want to live, sooner rather than later... How would you like a Harley riding, hieroglyphics reading, Zen quoting, mountain climbing, free spirit advisor who has clients all over the world? How about an advisor who lives what he preaches -- which is most definitely NOT the traditional retirement party line that tells you to stash your money into assorted mutual funds, stocks, and bonds, and keep your fingers crossed? Here is Thomas Quinlin's approach: He goes way beyond the traditional model, to the point where he creates his own financial instruments that he has complete control over (no, not Madoff-style) -- and which have yielded positive results when most of the traditional funds were crashing and burning all around us. If you prefer the traditional stuff, go to Merrill Lynch and Co. If you are ready for adventure -- and for living your dreams -- NOW -- and for having someone on your team who really gets it and who supports you in pursuing your dream, then talk to Thomas. He will help you design the lifestyle you want. He will help you live on pre-tax dollars in a post-tax world. He will help you go far beyond what traditional financial advisors would suggest, giving you far more options than you ever thought possible. Ready to find out more? Visit his website and check out the videos and other resources, and sign up for your free consultation. What about his "traditional" credentials? They're right here: He first started as a stockbroker with a major investment firm about two decades ago. He has a Certified Investment Management Analyst designation (CIMA) from the Wharton School, University of Pennsylvania, and the Accredited Investment Fiduciary Auditor designation (AIFA) from the Katz Graduate School, University of Pittsburg. He is also an arbitrator for FINRA (the previous NASD) and a distinguished member of the Ethics Committee for the Investment Management Consultants Association. He is active in the community as well, working with private foundations, and lecturing on Comprehensive Wealth Planning. He has even been a featured guest on many radio and television programs. www.LifeStyleDesignGroupIntl.com Sort By: Date | Popularity
![]() Private Family Foundations - The Key Issue to Keep in Mind When Considering a Private FoundationA private family foundation can have many benefits. And yes, the tax savings can be substantial and are probably at the top of your list. Yet there is an even more important issue you must consider before making the decision to start your own. Read on to discover how to make your foundation truly rewarding. ![]() Setting Up a Business, Part One - Where Should You Set Up Your Business?Are you ready to set up a business? You may be wondering what your options are. Read on to find out more about where you might want to set up your business structure. ![]() Private Foundation Vs Supporting Organization - What's the Difference & Which Should You Choose?You know what a private foundation is, but what in the world is a supporting organization? And how do they relate to each other? Read on to find out. ![]() Integrating Strategic Planning With Your Values, Part 2 - How Foundations Can Fund Your InterestsIt can be challenging to integrate vision and values into strategic planning. But it's also very rewarding. In a previous article, I described an example where "Dave" started a foundation to successfully integrate his values while resolving a major financial challenge. Read on to discover the details and how exactly starting a private foundation was instrumental in providing the solution, and may provide a solution for your wealth planning challenges as well. ![]() Foundations, A Key to Bridging the Personal-Professional Chasm - More Benefits of Charitable GivingFinancial or business planning is most powerful when it is well integrated with one's personal goals. And the ideal way to accomplish such an integration, at least for people with some degree of wealth, is starting a private foundation. Read on about why that is so, and how to go about it correctly. ![]() Living on Pretax Dollars in a Post Tax World, Part Three - How to Take Tax Deductions CorrectlyAre you paying too much in taxes? In the first two parts of this series, we addressed the need to have your own business and how that helps reduce your taxes, often dramatically. Read on for more details on how to make sure this system works the way it's supposed to. ![]() Living on Pretax Dollars in a Post Tax World, Part Two - Maximize Legitimate Tax DeductionsCould you use more tax deductions? How about a lot more tax deductions? Read on to find out what it takes to maximize your tax savings -- legitimately -- so you too can live on pretax dollars in a post-tax world. ![]() Living on Pretax Dollars in a Post Tax World, Part One - Why You Need to Start Your Own BusinessAre you an employee -- and do you get a W-2 form? If you do, you're in big trouble, at least financially. Read on to discover why that is and what you can do about it. ![]() Private Foundations - How They Can Help You Integrate the Personal With the ProfessionalHow do you bridge the chasm between the personal and the professional? It may be challenging, but the results definitely make it worth the effort. In fact, one thing that has never ceased to amaze me is how powerful financial or business planning can become when it is integrated with one's personal goals. Read on to discover one of the most powerful ways to achieve that integration. ![]() Paying For College Part 3: Are you Making the Biggest Mistake of All?Your kids are headed towards college. How will you pay for it all? You're losing sleep over that question. You're not rich by any stretch of the imagination, but you think you have far too much money to qualify for financial aid. Here's a tip: that assumption can cost you big-time.
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