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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.

Free Consultation Our Services

Our Financial Planning Services

We provide independent, objective advice to our clients

Financial Planning

We look at your entire financial picture- not just the performance of your investments.

Tax Planning

Tax reduction presents the greatest opportunity for increasing one’s lifetime resources. Period.

Wealth Preservation

We show you all the ways your wealth is eroding- and how to fix it.

Insurance Checkup

We evaluate and explain what you have, and what you don’t.

Business Financial Planning

A business plan helps keep your business on track.

Retirement Planning

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.

Want to know where you stand?

We can show you. Schedule a complimentary consultation to learn what a true financial partnership can do for you!

Book a free consultation 802-448-2882

Quantum Leap Capital Blog

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Financial Outlook

Our Best Defense, Our Greatest Weakness

Rationalization is the devil on our shoulder. Sometimes we know he’s there, egging us on. Sometimes we’re so caught up in the moment that we forget he’s there. Nudging. Always nudging. 

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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?

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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.

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