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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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.