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Your Future is Our Focus

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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Where Do you Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Qualstar Financial Services, we strive to create a personalized financial roadmap that may guide you toward your desired destination. Designed exclusively for credit union members, QFS, through LPL Financial, offers insurance and investment programs that may complement traditional credit union savings plans. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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Helpful Content

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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