Thomas Quinlin

name I'm not your typical financial advisor. Sure, I have all the official credentials and the success stories to prove my mettle. But my vision of what I do for my 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's my approach: I go way beyond the traditional model, to the point where I create my own financial instruments that I have 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're 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 me.

I'll help you design the lifestyle you want. I'll help you live on pre-tax dollars in a post-tax world. I'll 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? Check out my website or give me a call.

What about my "traditional" credentials? They're right here:

I first started as a stockbroker with a major investment firm about two decades ago. I have 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.

I'm also an arbitrator for FINRA (the previous NASD) and a distinguished member of the Ethics Committee for the Investment Management Consultants Association.

I'm also active in the community, work with private foundations, and lecture on Comprehensive Wealth Planning. I've even been a featured guest on many radio and television programs.

Finance

Save on Taxes - Stop Uncle Sam From Grabbing Your Hard Earned Money

16th February 2010
Do you want to know how to pay less taxes? You're in the right place. It's been my mission for years to help my clients and myself save on taxes. There's no reason to give Uncle Sam more than he's due! Here's why I'm so interested in saving on taxes: ... Read >
Finance

IRA Limits Strategies - How To Get the Most from Your IRA

15th February 2010
Sure, you're strictly limited in the amount of money that you can set aside in an Individual Retirement Account. But that shouldn't stop you from investing elsewhere and doing very well. It's just that those other investments, except for 401ks and such, w... Read >
Finance

Financial Aid For College - How to Get Financial Aid For Your Kids

15th February 2010
Are your kids headed for college? Are you worried about how to pay for it? Read on for three key things you can do right now to help improve your chances of getting financial aid for college. You should plan on paying as little as possible out of your o... Read >
Finance

Private Foundations -- Are You Ready to Create Your Own Foundation? A Quiz

08th January 2010
Would you like to create a private family foundation? It can be the most rewarding thing you'll ever do -- or not. Take this quiz to find out if you're ready. To find out if creating a foundation is right for you, mark the following statements as eithe... Read >
Finance

Save on Taxes - How to Stop Uncle Sam From Grabbing Your Hard Earned Money

08th January 2010
So you want to know how to save on taxes? I understand how you feel. In fact, it's been my mission for years to help my clients and myself save on taxes. Read on to find out how to pay as little as legally possible. The reason for my interest in sav... Read >
Finance

Funding For College - College Funding Solutions That Financial Aid Officers Won't Tell You About

08th January 2010
So you need some real college funding solutions? I understand how you feel. In fact, I've been helping my concerned clients for years with unique ways to find funding for college. Let me share with you some of the college funding secrets the financial ... Read >
Finance

Living on Pretax Dollars in a Post Tax World, Part Three - How to Take Tax Deductions Correctly

23rd September 2009
Are 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'... Read >
Finance

Living on Pretax Dollars in a Post Tax World, Part Two - Maximize Legitimate Tax Deductions

23rd September 2009
Could 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. The first step you'll have to take is... Read >
Career

Foundations, A Key to Bridging the Personal-Professional Chasm - More Benefits of Charitable Giving

23rd September 2009
Financial or business planning is at its 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 a... Read >
Business

Private Family Foundations - The Key Issue to Keep in Mind When Considering a Private Foundation

16th September 2009
A 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 ... Read >
Business

Setting Up a Business, Part One - Where Should You Set Up Your Business?

04th August 2009
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. When you're planning to start a business, you could take the least formal route and j... Read >
Business

Private Foundation Vs Supporting Organization - What's the Difference & Which Should You Choose?

25th July 2009
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. First of all, the biggest difference is that while private foundations are, by definition, private, su... Read >
Business

Integrating Strategic Planning With Your Values, Part 2 - How Foundations Can Fund Your Interests

25th July 2009
It 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 fi... Read >
Finance

Integrating Strategic Planning With Vision and Values, Part One - Starting a Foundation

20th July 2009
How do you integrate vision and values into strategic and tactical planning? That can be a challenge. Developing vision and values systems are primarily right-brained activities, while strategic and tactical planning are left-brained activities. Yet in ... Read >
Finance

Private Foundations - How They Can Help You Integrate the Personal With the Professional

20th July 2009
How 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 bec... Read >
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