Quantum Leap Capital offers a complimentary, no obligation consultation where prospective clients are invited to share their concerns and objectives, we outline our process, and explain some basic financial concepts that we feel are integral to understanding how money and personal finance work.
If you agree that working together professionally makes sense, we’ll then gather information to prepare a comprehensive financial analysis and provide advice for a flat fee. The analysis process includes, among other things, a detailed review of all your income, tax information, assets, liabilities, insurance coverage and legal documents. We’ll explain in understandable terms what you’re paying, and what you’re getting for it with each item.
Once we’ve looked at your information, we’ll then offer our guidance on how to maximize the efficiency of all these items. That includes, where appropriate, our research on the financial institutions with the most competitive banking, investment, and insurance products for your specific needs. As Investment Adviser Representatives of an independent Registered Investment Adviser, we are required by law to put your interests before ours, or, follow the fiduciary standard. As such, we have no affiliation with any institution. We do offer securities through Charles Schwab & Co., at no additional charge payable to Quantum Leap Capital. Charles Schwab & Co., does however charge separate fees. We’ve done extensive research on other options in the discount brokerage marketplace and found Schwab’s value to be excellent. Quantum Leap Capital is also an independent agent and offers insurance products from dozens of companies.
Having been in financial services for over twenty years, we have worked with many of the tax and legal professionals in the area and can offer recommendations to the best fit for your family’s unique needs as well.