Owner | Quantum Capital Investments LLC
LinkedIn:I act as a financial quarterback to help business owners, individuals, families and companies achieve their financial goals, minimize their taxes and financial fees and properly di We help fix our client's outdated investments so that their money works harder and they can sleep better at night. We also focus on tax planning to save individuals and businesses owners significant money on state and federal taxes. We are Registered Investment Advisors, Fiduciaries and Financial Planners with all clients assets maintained at Charles Schwab.We help individual and Company-owner clients manage IRAs, 401k plans, and Investments on a fee only basis. We also can replace old life insurance policies with less expensive policies that build cash faster and allow borrowing at 0% over time.