LIFE PLANNING

Planning for lifetime goals, including education.....

In planning for lifetime goals, including education, retirement, longevity, healthcare, special needs, Comprehensive Financial Planning does a good job of making sure that you do not run out of money. However, LIFE PLANNING goes a step further by identifying non-financial issues that impact retirement assets and incomes. Some of these are work, health, caregiving and long-term care, family, housing, purpose and legacy. LIFE PLANNING is designed to ensure that clients enjoy the quality of life they desire, without outliving their money.

Quigley Associates we specialize in the following:

  • INVESTMENT PLANNING
  • RETIREMENT PLANNING
  • EDUCATION PLANNING
  • ESTATE PLANNING
  • ASSET MANAGEMENT

Latest Retirement news

What is your comfort zone for risks with your investments?

Complete this Risk Questionnaire, for free, to asses your risk tolerance: