Austin Quick

Financial Service Representative

Austin Quick

Domicile State: AZ

 

As a former professional golfer on the Web.com Tour, I understand that proper preparation prevents poor performance. Myself, along with my team at Intouch Wealth Advisors, are here to design a strategy to help satisfy your needs and prepare you for the bumpy road ahead. At Intouch Wealth Advisors, I build relationships with clients to articulate objectives, priorities, and document their financial vision. I collaborate with my team on strategies, and to help make sure the client is in the best situation suited for their financial needs and goals. We are here to help you make smart decisions today, that are aimed at setting you up for future financial security. 

My areas of focus include business, business owners, pre-retired and retired markets:

Financial Position Analysis              Protection                                                

Cash reserve strategies modeling   Life insurance                                          

Debt management                                Disability Income Insurance options  

Cash flow management                      Long term care insurance                    

Net worth strategies                            Business strategies                            

 

Tax Reduction Strategies                      Retirement Planning                     Estate

Business ownership                                   401(k) & IRA Rollovers                   Asset ownership

Non-Qualified investment planning       Retirement distributions               Trust 

Tax reduction strategies                            Pre- 59 ½ strategies                       Charitable giving

Tax deferral methods                                  Social Security strategies            

                                                                            Risk tolerance transitions

Licenses and Designations

AZ Life/Health and Accident licenses.

Personal

When I am not working, I enjoy nice dinners with friends and family, participating in world amateur golf tournaments, and sustaining a healthy lifestyle.

 

Phone: (480) 638-2126

Fax: (480) 638-2200

E-mail: austin@intouchwealth.com

 

CRN202110-254303

Phone 480-638-2126
Fax 480-638-2200