Telecom Retirement | AT&T and Verizon

Empowering Telecom Workers for a Connected Future

At Quest Commonwealth, we salute the dedicated professionals driving innovation in the telecommunications sector, making invaluable contributions at AT&T and Verizon. Your commitment doesn't just connect calls; it weaves the fabric of our connected world. Recognizing the pivotal role telecom workers play in advancing communication and improving communities, we are steadfast in our commitment to support you every step of the way.

As you navigate your professional journey within the dynamic telecommunications industry, we're here to provide comprehensive planning that addresses the unique aspects of your financial well-being. Whether it involves pension lump sum options, 401(k) rollovers, Social Security maximization, crafting Medicare coverage plans, or strategic Estate planning, our support extends to individuals at various stages of their careers—from those in the early phases to those approaching retirement or already enjoying it. Our dedicated team stands ready to guide you through our Safe Money Mindset process. Embrace a future where your connectivity fuels both personal and financial success.

Safe Money Mindset

Three Worlds of Money

  • What is it?

  •  THE Mindset

  •  Potential

  • Protection

  • hybrid 

A mash-up of how you think about investing, how you plan to spend your wealth, and how you will derive future income; Safe Money Mindset is a unique approach to building a retirement that is stable, inflation resilient, and supports a life style you won't outlive.

The term 'SAFE MONEY' was born from a simple remark made by a client that led to Gene's discovery of an alternative asset class we now call PROTECTION. 

The story began when Gene inherited a colleague’s clientele, and a new client from Ann Arbor made a straightforward yet pivotal statement: "Forget all the fancy stock options, I want that SAFE MONEY." Gene didn’t realize it then, but that phrase would become the seed from which the "Three Worlds of Money" concept would grow. 

Gene, leveraging his extensive background in big finance, recognized that these alternative programs, although very well suited for clients desiring stable investments, still needed some refinement and adaptation to maximize their potential. 

Today, our "SAFE MONEY" solutions are not only stronger but also more comprehensive. They are all integrated into our "Safe Money Mindset," which embraces the Three Worlds of Money: Potential, Protection, and Hybrid. These principles serve as pillars, guiding our approach to ensuring clients not only preserve their wealth but also navigate the financial landscape with confidence and security.

24 minute video e-book

"7 Building Blocks of  Safe Money Mindset" 

Discover how we have educated over 500 clients on how to protect, grow, and access their wealth on their terms. Avoid unnecessary risk and maximize your liquidity, putting you in the driver's seat.