Quiver Financial News
Quiver Financial specializes in 401(k) management, wealth and investment management, retirement planning, and private equity services for individuals, families and businesses looking to maximize the five years before retirement. With over 20 years of experience the financial professionals at Quiver Financial go beyond Wall Streets outdated ”long term” way of thinking and help our clients navigate ”what just happened” to ”what is next.” We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication. We work in a collaborative atmosphere with our clients, with whom we reach mutual agreement on every phase of the financial planning and wealth management process. Quiver Financial is guided by a commitment to thoughtfulness, pragmatism, creativity and simplicity to help our clients achieve the financial freedom they desire.
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Your Retirement Vision
Is Our Mission
Quiver Financial has served over 300 households and counting in the communities of : Orange, Ventura, San Diego, and Los Angeles counties.
Just like an Archer with a Quiver of arrows for various targets or a surfer with a Quiver of surfboards for different ocean conditions, investors should consider a quiver of tactics to help them harness the tides and manage the risks of financial markets. We are committed to ensuring our clients do not outlive their savings.
We are guided by a commitment to thoughtfulness, simplicity, creativity, pragmatism, and being unique and avoiding the herd.
Episodes
Tuesday May 24, 2022
Tuesday May 24, 2022
It is a common misconception that only institutions and the wealthy have access to these types of inflationary hedged investments and that simply is not the case. Holding assets such as a rental property in your IRA has been proven to diversify you away from fluctuations in the stock market, provides passive income for future years, hedge against inflation and reduce your portfolio risk. That sounds like a quadfecta to me.
#financialfreedom #finance #invest #investment #investing #realestate
Tuesday May 24, 2022
Tuesday May 24, 2022
A Quiver is a set of investment tools that can help you reach your retirement a little sooner than you may have thought possible.
Since 1997 we have been guiding retirement investors through bull and bear markets with a Quiver of timely strategies. We invite you to learn more about retiring in style at the age you desire requires having the right investment strategy at the right time.
Monday May 09, 2022
Monday May 09, 2022
Find out how it may impact your business in this brief informative video that covers: What are the penalties? Where do you find information? How do you login to CalSavers and register? What is the best way for businesses to comply with CalSavers Visit www.quiverfinancial.com/calsavers-retirement-resources/ Visit www.quiverfinancial.com for disclosures. Not intended for investment advice. Quiver Financial Holdings, LLC is a registered investment advisory in the state of CA.
Sunday Feb 06, 2022
Sunday Feb 06, 2022
Business owners should know that there are better options out there besides Calsavers. Options that will benefit your employees as well as your business. Learn ways the business owner can save for retirement as well.
#investing #invest #401k #retirement #finance #financialfreedom #stockmarket #stocks #inflation #gas #oil #realestate
Sunday Feb 06, 2022
Sunday Feb 06, 2022
#invest #investing #401k #retirement #stocks #stockmarket #finance #financialfreedom #inflation #realestate #oil #gas
Sunday Feb 06, 2022
Sunday Feb 06, 2022
Get the bottom line in regards to CalSavers and the new state mandates business owners with five (5) or more employees must comply with or risk fines and penalties for lack of compliance. Know your options Get all your questions answered in this 3 part series. Not intended to be investment advice. Quiver Financial is a Registered Advisory Firm. Securities and Advisory Services offered through Quiver Financial Holdings, LLC.
949-492-6900 www.quiverfinancial.com/calsavers-retirement-resources/