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.
Our Financial Planning Services
We look at your entire financial picture- not just the performance of your investments.
Tax reduction presents the greatest opportunity for increasing one’s lifetime resources. Period.
We show you all the ways your wealth is eroding- and how to fix it.
We evaluate and explain what you have, and what you don’t.
A business plan helps keep your business on track.
Most firms are focused on how to accumulate money to prepare for retirement. Very few are trained and experienced in developing reliable and tax-efficient retirement income plans.
We can show you. Schedule a complimentary consultation to learn what a true financial partnership can do for you!
Quantum Leap Capital Blog
I don't think Jimi Hendrix and Alan Greenspan would have ever hung out, but I do think if they’d met by some kind of happy accident, they'd have gotten along well if each knew more about what really inspired the genius of the other.
We are approaching a number of turns as I type this post post at the end of December on December 29th: a Presidential administration turn, a turn toward mass vaccination, and of course, the turn of the year.
It’s easy to slip into a mindset of despair in a year like the one we’re having, but if we can manage to pause and refocus, we can still find gratitude. In my fifty-one years on this rock, I have never…