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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

Wealth Preservation

Targeted

The primary selling point for target date funds is convenience. Set it and forget it. All I have to do is put my money in and the fund company will invest it in a more “aggressive” manner while I’m young, and then they’ll make it more “conservative” as I age and get closer to the time I’ll need to sell to pay for retirement. Sound familiar?

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.

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