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
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.
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.
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.