DOUGLAS K. SHANNEP, CIMC®, CIMA®
Welcome to discerninginvestor.com!
Please look around our Virtual Office and discover what others have found to be a refreshing difference in exceptional client services.
We believe discerning investors are those who can perceive the value added by personalized service and treatment as a unique individual. They must be "advisor receptive" versus one who goes it alone; that is, they are willing to work as a team.
While they are the ultimate decision maker, they also see the value of trusted advisors. A discerning investor is also one who is looking for accountability. They want advisors who apply a consistent investment and planning process; tie performance to their goals and objectives; and engage in an ongoing dialogue about their concerns.
The mission of QRS Wealth Advisors is to enable discerning investors to achieve their goals, dreams and aspirations. Our firm focuses on working with successful business builders, affluent investors, and retirees who want to proceed beyond financial success to personal significance by creating better futures.
We help our clients make wise choices regarding their wealth. Generally, we focus on eliminating dangers and capturing opportunities. Our firm strives to offer clarity and direction by providing creative thinking and problem solving in a collaborative process with our clients and their other advisors. We expect to build a trusted relationship with you over your lifetime.
Our firm utilizes a consultative process in a comprehensive approach to identify the needs of our clients. This allows us to provide appropriate independent, objective and unbiased advice along with customized financial problem solving.
Newsletters
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HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.
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HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Car Affordability
How much can you afford to pay for a car?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.