Small Business and Retirement Planning
The Financial-Quest Group is a network of consultants that raises money for small businesses through Direct Public Offerings (DPO). We support these regulated plans with personal financial planning and investment club services.
DPO services are based on a three-phase process:
Platforms also prepare for crowd-funding campaigns
Our process makes DPO plans a key focus of business management, marketing and finance. Consultants evaluate business plans and operation; make recommendations and direct implementation. A broad base of experience and talent can be assembled to meet the needs of our clients.