Menu of Quantum's Services
Core Planning Emphasis
- Retirement Planning
- Financial Plan – Retirement Cash Flow Illustrations
- Can I Retire?
- Evaluate Employer Sponsored Plans While Working
- Evaluate Personal Options When You Retire
- Allocation of Investments
- Semi-Annual Review of Financial Plan & Allocation of Investments
- Selection of Assets
- We pride ourselves on our independent firm status and our ablity to provide the broadest selection of Mutual Funds, Annuities, Money Markets, Stocks, Bonds & CDs
- Estate Planning
- Help you work with your attorney or recommend an attorney
- Help review documents with law changes on an ongoing basis
- Legacy Planning – Financially & Values
- Will work with the survivors on the event of a death - helping reregister assets
- Review of Wills/Power of Attorney/Health Directive/Trusts
- Review of Beneficiary Designations
- Review of Funeral Wishes
- Risk Assessment – Evaluate need & cost effective - Do you have enough/too much insurance?
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Health Insurance
- Property & Casualty Insurance
Other Planning Emphasis
- Education Planning
- Determine which education planning tools best fit your individual needs
- Education IRA
- 529 college savings
- Financial Aid review
- Business Owners
- We have experience and expertise in setting up retirement plans
- Help determine exit strategy plans for the business owner and partners
- Government Programs
- Social Security – When should I start receiving benefits?
- Medicare Part A&B and Medicare Part D
- Implementation
- Work with your advisors or recommend other trusted advisors (Accountant/Attorney/Insurance Agent/Banker)
- Divorce - Certified Divorce Financial Analyst™ Services
- Uncover your options and resources
- Help you answer the question: Where do I go from here?
- Special Needs - Licensed Protected Tomorrows® Advocate
- Help you create a Life Care Plan™ for your child
- Will provide a review of documents for accuracy and updates
Our goal is to give each individual client and family a feeling of financial wellbeing and a give you a sense that your family is taken care of now and later.
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