| At Quantum Wealth Financial & Insurance Services, Inc. it is our goal to build wealth and then preserve it one client at a time. We are committed to educating our clients about demographic and economic changes that will absolutely
impact your financial future. We will show you facts that will give you a defining moment in the way you think about money. As your wealth
strategists we know that there is not one plan, program or product that is right for every client. |
We also understand that no one individual
can be an expert in all areas of your financial planning, which is why we have developed a network of professionals outside our areas of
expertise that we will refer you to for services such as Securities, Accounting, Tax Planning, Trusts and Wills.
As your financial planner it is necessary that we take the time to review what you are currently doing to prepare for retirement and/or to
preserve the wealth that you have already accumulated and then make the suggestions based upon our findings.
Our goal is to help our clients develop and implement a plan that creates multiple income streams that they will never outlive.
Part of this process also includes helping our clients shield and protect their assets from exposure to market risks while still
earning competitive returns on a tax advantaged basis without risk to prior gains or principal. Once it is time to transfer your assets
to your heirs, church or charity we will show you how to do so in the most tax efficient way possible while avoiding probate.
We are also strong advocates of "out of the box" thinking. Unfortunately there are many misconceptions about what is the best system for
creating wealth. Is a "qualified plan" the best?, we think not and would be more than happy to explain why.
One thing we guarantee is that you will never feel pressured to purchase a product. It is our goal to make sure that
anytime you choose to purchase a product or make an investment that you fully understand why it makes sense for your overall financial
plan and wealth building/preservation strategy.
As a client of Quantum Wealth Financial & Insurance Services, Inc. we will educate and coach you on not only proven strategies but also new
and sometimes unconventional approaches to building wealth. Please take the time to review the information on this website and call or
email us for a "No Cost, No Obligation, Second Opinion
of your Finances".
We look forward to serving you and assisting you in reaching your financial goals and dreams.
David M. Edwards
Wealth Strategist
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