Achieve Your Financial Goals
Your financial plan is the intersection of your financial data and your personal goals.
We show you where you stand today, identify opportunities, and recommend changes to keep you on track to succeed.
Manage Your Commission Income
Our high-touch service meets you where you are and implements a structured process to manage your variable commission income.
You meet with a CFP® quarterly to optimize your customized commission income management plan.
Minimize Your Tax Bill
We understand the unique tax issues Top Producers face. We provide ongoing tax planning, so you don’t overpay your tax bill.
We review your tax return annually, looking at future years for opportunities, and implementing updates as the tax code changes over time.
Industry leading technology
Our innovative financial planning software allows us to collaborate on a multitude of financial planning topics, employ scenario modeling and analysis, securely share your personal documents, and link all your personal financial accounts to one central hub. Whether you are on the app or logged in on your computer, you have access to your full financial picture.
Customized fee structure for Top Producers
Our unique fee structure allows us to partner with you to help manage your financial future before you have accumulated your retirement nest egg. We partner with you before, through, and into retirement.
Who is Quantum Financial Planning?
Your trusted experts for full-service financial planning
It's one thing to have a written plan identifying the steps to reach your goals. It's quite another to follow through. At Quantum, we believe reaching your goals will require making adjustments as the plan unfolds. That's how and why we've seen success for our clients time and time again.