Wouldn’t it be nice to retire with confidence?
If something’s worth doing, it’s worth doing right. We believe there’s a particular time of life this phrase couldn’t be more appropriate — retirement!
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Our Expertise
Q Financial & Insurance Solutions is a team of professionals trained in the principles and strategies of Retirement Income Planning, Business Planning, Exit Planning Wealth Preservation, Succession Planning, Financial, Estate, Business, Tax, and Investment Protection.
Our Specialties
Financial Strategies for a Tax-Efficient Retirement.
Laddered and arbitrage strategies, with tax benefits on contributions, tax deferral during asset growth, and tax benefits upon withdrawal, all greatly increasing your 'cash-on-cash return' without increasing your risk.
Our Dedication
One of the benefits of working with us is our ability to provide clear, easily understood explanations.
Featured in Forbes Magazine, provided over 200 financial education seminars in 12 states and Europe, and been a featured host of 'The Smart Money Hour' on KABC Radio, Bloomberg Radio.
