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Expert Financial Planning & Advising


We employ a unique, disciplined and logical process to help our clients gain control of their financial future. Our compensation structure of planning and advising is specifically designed to incentivize us to maintain consistent communication, work hard to save our clients more money, and take the time to truly inform them.

We are laser focused on the things we and our clients have control over, rather than pinning their entire financial futures to the one thing they have absolutely no control over.

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Quantum Leap Capital Blog

Latest News

Financial Outlook

What Inflation Is All About?

Series I bonds are US Savings Bonds that the government resets the interest rate on every six months, adjusting for inflation. And, well, you don’t need us to know inflation has been getting worse. If you spend money, you know a dollar doesn’t buy what it used to. Let us expand just a bit on this point.

Wealth Preservation

Betting the House

We are continually reminded by conversations we have with others just how vulnerable we all are to the lure of advances in broad stock market indexes.

Business Planning

Take This Job

Apparently, a global pandemic that, temporally speaking, follows on the heels of a Global Financial Crisis, has a tendency to make people think twice about what they want to be when they grow up.

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