QFSC Investment & Tax Advisor - Chattanooga

QFSC Investment & Tax Advisor - Chattanooga If you’re feeling uncertain about a financial decision, you’re not alone—many smart people do. Good planning isn’t just about numbers.

It’s about clarity, confidence, and having someone to help you think through options and stay the course. David Queen has over 25 years of experience in investments and tax management. He serves a wide range of individuals, businesses, trusts and small estates. He holds a Chartered Financial Consultant Certification from The American College, as well as an Accredited Estate Planner Designation fro

m The National Association of Estate Planners and Councils. He has an Accredited Financial Consultant Certification through FI360. He also has an MBA degree in Finance and a Series 7 and 24 Securities license.

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need ...
06/02/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?

There are four ways to approach risk. You can ignore it or avoid it entirely. Or managing it carefully. Or transferring ...
05/30/2026

There are four ways to approach risk. You can ignore it or avoid it entirely. Or managing it carefully. Or transferring it through insurance.

Every one of these can work, but the key is knowing which one you're choosing and why.

Of these four approaches, which one do you instinctively reach for?

Happy 529 College Savings Day! 🎓📚A little planning today can make a big difference for tomorrow’s education goals. Wheth...
05/29/2026

Happy 529 College Savings Day! 🎓📚

A little planning today can make a big difference for tomorrow’s education goals. Whether you’re saving for college, trade school, or future learning opportunities, a 529 plan can help your family prepare with confidence.

Start early, stay consistent, and watch those savings grow!

No two clients are the same. Nor are their portfolios.The strategies that serve someone building wealth at 55 look very ...
05/27/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

Weekly Market Commentary | Seeds of Opportunity: The Case for Agriculture Investments | May 26, 2026LPL Research explore...
05/26/2026

Weekly Market Commentary | Seeds of Opportunity: The Case for Agriculture Investments | May 26, 2026

LPL Research explores opportunities in agriculture as supply risks and fertilizer constraints reshape commodity markets and support potential gains.
Read full article: https://www.qfsc.com/weekly-market-commentary

This Memorial Day, we honor the courage and sacrifice of those who gave their lives in service to our country. We are gr...
05/25/2026

This Memorial Day, we honor the courage and sacrifice of those who gave their lives in service to our country. We are grateful for the freedoms they secured and remember their legacy with deep respect. In observance of the holiday, our office will be closed.

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁 Swipe through to learn how you can give financial...
05/13/2026

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁

Swipe through to learn how you can give financial gifts!

1️⃣ Tax-Free Gifting Up to $19,000 Per Person
In 2026, you can give up to $19,000 per recipient tax-free. Stay under this limit to avoid filing with the IRS.

2️⃣ Unlimited Recipients
Feel free to spread the love! There's no limit on the number of people who can receive an annual gift. Perfect for those looking to help make a difference in someone's life. 💌

3️⃣ Married Couples: Double the Impact
Married? You can gift up to $38,000 per recipient annually, doubling your impact. 💑

4️⃣ Lifetime Exemption: The Big Picture
Beyond annual gifts, your lifetime exemption in 2026 is $15 million. 🌟

5️⃣ Gifting Isn't the Only Approach
Paying directly for qualified tuition or medical expenses? These don't count as gifts, but we would encourage you to speak with your tax, legal, or accounting professional if this approach is part of your strategy. 🏥

🔍 Let's Make This Easy
Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and make sure your strategy aligns with your long-term goals. 💡

Ready to strategize? Call us today. 📞

To all mothers, thank you for the countless ways you support, guide, and encourage those around you. Today we celebrate ...
05/10/2026

To all mothers, thank you for the countless ways you support, guide, and encourage those around you. Today we celebrate you and the meaningful difference you make every day! We hope you have a wonderful day 🌷

The Federal Reserve held interest rates steady at its latest meeting, maintaining the benchmark range at 3.5% to 3.75%.W...
05/08/2026

The Federal Reserve held interest rates steady at its latest meeting, maintaining the benchmark range at 3.5% to 3.75%.

While the decision itself was widely expected, the vote reflected a notable level of disagreement among policymakers, with several members expressing differing views on the outlook for future rate adjustments.

Some officials pointed to ongoing inflation concerns, while others focused on how policy signals could shape expectations moving forward.

Recent economic data continues to show a mixed picture, with steady job growth alongside inflation that remains above long-term targets.

Moments like this highlight how central bank decisions often involve balancing multiple factors as conditions evolve over time.


Source: https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html

That yellow section? That's money you never saved, your money made it for you.This is compound interest in action. Start...
04/27/2026

That yellow section? That's money you never saved, your money made it for you.

This is compound interest in action. Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you've built nearly $70,000. But the real story is the yellow: Interest earning interest.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don't need to invest more. You need to stay focused on your strategy. What's one financial habit you wish you'd started earlier? Drop it below. 👇

Address

5470 Hixson Pike, Suite A
Chattanooga, TN
37343

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 4pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+14238755338

Website

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