Maximize Your Retirement Potential
Learn new tips to increase your monthly paycheck and minimize your biggest expense - taxes. Get advice from experts to help you take educated steps to a successful retirement.
Welcome to Credit Repair
WE HELP
TO GROW YOUR BUSINESS
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Don't Rush Your First Steps
Get Advice From The Best
You've worked hard your whole life to get to where you are today. In order to now enjoy the fruits of your labor to the fullest, it's important that you take advice from only the most qualified sources. The authors of Income For Life, The Retirees Guide for Creating Income from Savings - Joseph Disalvo and Marie Madarasz - have been recognized by top IRA expert Ed Slott as Master Elite Advisors, one of the highest honors a retirement planner can receive. Read more about our experts below
As retirement planners, we do so much more than just manage our clients' assets. We ease all of the uncertainty out of retirement by building a comprehensive retirement plan based on a clients' unique goals. In this free, no obligations call, we'll get you started on the right path by giving you actionable advice to implement immediately. We may uncover potential pitfalls you may not have noticed, and we'll answer any questions you might have for us.
Our Process
Retirement Advantage Call
It begins with a complimentary call where we'll assess your Core Four priorities, establish a plan for turning your assets into paychecks and minimizing your greatest unknown expense.
Discovery Session
The next step is meeting with us (in-person or virtually). During this 1-hour meeting, we will get
crystal clear on what you value, your retirement goals, needs, and concerns.
Diagnostic & Decision
Together we'll determine if we want to continue the conversation. If yes, we'll prepare a Diagnostic report outlining how
we can help maximize your retirement income, improve your investment results and minimize your tax due.
Book Your Retirement Advantage Call
Many retirees don't have a solid plan to minimize taxes, which tends to be the largest expense you'll face in retirement. Luckily, we utilize a number of strategies to help our clients save big on their tax expense. On the call, we'll share some actionable advice to help you get started for free.
Our Retirement Experts
S. Joseph DiSalvo, ChFC
President
S. Joseph DiSalvo, ChFC®, is the President of Quest Capital & Risk Management, Inc., which he founded in 1997. With more than 25 years in the financial services industry, he values the long-term relationships he has with his clients and is passionate about helping them build and maintain successful investment and income strategies that align with their life goals. He prides himself on delivering an outstanding level of service for his clients and he enjoys leading an outstanding team of dedicated professionals who are passionate about coming to work each day and thrive on playing an important role in clients’ lives. Joe received his Bachelor of Arts degree from the State University of New York at Stony Brook, Chartered Financial Consultant designation (ChFC®) from American College, and is an Accredited Investment Fiduciary, (AIF®). He is committed to following and adhering to a code of ethics, continuing education, and always putting his clients’ best interests first. His ChFC® designation is a mark of excellence signifying that he has a comprehensive education in financial planning and knows how to leverage his knowledge of investments, insurance, and tax planning into a financial plan designed for you. He is also a proud member of Ed Slott’s Elite IRA Advisor Group.
Marie Madarasz, AIF® is a Wealth Manager and Financial Planner at Quest Capital & Risk Management, Inc. and has nearly two decades of experience in the financial services industry. She enjoys being part of a team that has a positive impact on clients' financial lives by helping them develop and maintain investment and income strategies that help them pursue the life they’ve worked hard for in retirement. As an active member of the financial planning community and a lifelong learner, Marie has received the Accredited Investment Fiduciary (AIF®) designation from Fi360 and is currently completing the coursework necessary to sit for the exam for the Certified Financial Planner (CFP®) designation from the College of Financial Planning. As an AIF® designee, she has been certified specifically for her ability to follow a fiduciary process with her clients’ best interests at heart. Marie is also a proud member of Ed Slott’s Elite IRA Advisor Group
Marie Madarasz, AIF
Lead Advisor
Our Retirement Experts
S. Joseph DiSalvo, ChFC, AIF
Founder
S. Joseph DiSalvo, ChFC®, is the President of Quest Capital & Risk Management, Inc., which he founded in 1997. With more than 25 years in the financial services industry, he values the long-term relationships he has with his clients and is passionate about helping them build and maintain successful investment and income strategies that align with their life goals. He prides himself on delivering an outstanding level of service for his clients and he enjoys leading an outstanding team of dedicated professionals who are passionate about coming to work each day and thrive on playing an important role in clients’ lives.
Joe received his Bachelor of Arts degree from the State University of New York at Stony Brook, Chartered Financial Consultant designation (ChFC®) from American College, and is an Accredited Investment Fiduciary, (AIF®). He is committed to following and adhering to a code of ethics, continuing education, and always putting his clients’ best interests first. His ChFC® designation is a mark of excellence signifying that he has a comprehensive education in financial planning and knows how to leverage his knowledge of investments, insurance, and tax planning into a financial plan designed for you. He is also a proud member of Ed Slott’s Elite IRA Advisor Group.
Marie Madarasz
CEO
Marie Madarasz, AIF® is a Wealth Manager and Financial Planner at Quest Capital & Risk Management, Inc. and has nearly two decades of experience in the financial services industry. She enjoys being part of a team that has a positive impact on clients' financial lives by helping them develop and maintain investment and income strategies that help them pursue the life they’ve worked hard for in retirement.
As an active member of the financial planning community and a lifelong learner, Marie has received the Accredited Investment Fiduciary (AIF®) designation from Fi360 and is currently completing the coursework necessary to sit for the exam for the Certified Financial Planner (CFP®) designation from the College of Financial Planning. As an AIF® designee, she has been certified specifically for her ability to follow a fiduciary process with her clients’ best interests at heart. Marie is also a proud member of Ed Slott’s Elite IRA Advisor Group
History Of Our Company
Founded in 1997, we've been helping retirees plan for the future for over 25 years. We're a fee-only retirement planning practice, which means our clients don't have to worry about the conflicts of interest that are inherent with typical financial planners.
We focus exclusively on providing our clients with a comprehensive plan to meet their life goals through proper management of their financial resources. Our team prides themselves on maximizing retirement income, investment and withdrawal strategy, and planning to minimize retirement taxes
What client say about us
Lorem Ipsum is simply dummy text of the printing
and typesetting industry. Lorem Ipsum has been
he industry's standard dummy text ever since the
1500s, when an unknown printer took a galley of
type and scrambled.
Darcel Ballentine
Barone LLC.
Lorem Ipsum is simply dummy text of the printing
and typesetting industry. Lorem Ipsum has been
he industry's standard dummy text ever since the
1500s, when an unknown printer took a galley of
type and scrambled.
Leatrice Handler
Acme Co.
Frequently Asked Question
What is a fiduciary advisor?
As Fiduciary advisors, we are legally obligated to act in your best interest. This means no conflicts of interest and purely comprehensive advice.
Can anyone become a client?
In order to provide the most personalized and dedicated service to our clients, we work with those who are nearing or recently entered retirement with $750,000 or more in investable assets
I feel confident about retirement. Should I still book a free call?
Going into retirement is one of the most significant transitions a person goes through in their life. We don’t live in the same world that our parents did when they retired and however prepared you may feel this experience is one that is new to you, and you don’t know what you don’t know. On the call, we may uncover factors that you had previously overlooked. Worst case scenario, you spend 15 minutes getting extra reassurance that you are fully prepared for this monumental new chapter of life.