ESTATE PLANNER IN RALEIGH, NC
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Preserve your wealth – Plan your future – Protect your legacy
About Quad Financial Management
We See The Big Picture
In a world where choices abound, spending is easy, and saving is vital, Quad Financial Management is for those who seek to make what matters most to them the driver for the financial decisions they make today, tomorrow, and for the future. We believe it’s important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back.
Our Financial Services
We offer financial advisory and planning tailored to you. At Quad Financial Management we focus on your entire financial life. Saving for retirement, saving for college, supporting your favorite charity anything you do that involves money can impact your overall success. Together we will create a plan that strives to cover it all.
Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions.
We specialize in creating a Personalized Investment Portfolio for you to meet your goals.
Creating a retirement plan personalized to you and your goals is the purpose of retirement planning at Quad Financial Management.
Wills, Trusts and Estate Planning
Let’s define your legacy. We’ll create an estate plan in order to fulfill your legacy goals and wishes.
Life Transition Planning
Your financial plan and portfolio will be updated to meet your post-event financial objectives so that you can have financial stability in the next phase of life.
A key component of financial planning is gaining tax efficiency. We work with you using a holistic approach that incorporates your wealth management goals to help you retain as much of your earned income as possible.
We are licensed and have the ability to work with clients in six different states. Our hundreds of clients are based in California, North Carolina, Pennsylvania, Delaware, New Jersey and New York.
Speak To Our Estate Planner In Raleigh, NC
An estate planner is a professional who helps you plan for the future. They can help you with a variety of financial matters, including saving for retirement, investing your money, planning for taxes, protecting your assets, and passing on your wealth to your heirs. Estate planners typically have a wide range of knowledge about financial matters. They can help you figure out what you need to do to reach your financial goals.
After you’ve selected an estate planner, you’ll need to make sure that you stay in touch with them. Your financial situation may change over time, so you’ll need to update your estate plan accordingly. Estate planning is an important part of financial planning. By working with an estate planner, you can ensure that your assets are protected and that your loved ones are taken care of in the event of your death.
Make Sure Your Assets Are Well Protected
When meeting with an estate planner, be sure to bring all of your financial documents, including your will, trust documents, insurance policies, and investment statements. You should also be prepared to discuss your wishes for your funeral and burial arrangements. Estate planners can help you plan for a wide range of contingencies, so it’s important to be as specific as possible about your wishes.
Estate planning is a complex process, but it’s important to start planning for your future as soon as possible. The sooner you start, the more time you’ll have to make sure that your affairs are in order. If you wait too long, you may not be able to take advantage of all of the estate planning options that are available. Book your appointment with our estate planner at Quad Financial Management today!
Schedule A Free Retirement Planning Consultation.
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See Our Latest Projects
Financial planning tailored to your needs.
Financial Advisor For Professional Athletes
We helped this client develop a budget to handle influxes of capital in a way that will help high earnings last well after their sports career ends.
Financial Advisor For Engineers
Engineers come to us to help examine and explain their financial portfolio. We dive deep with these clients to explore and optimize every aspect of their financial plan, whether that be tax planning, insurance policies, or investments.
Financial Advisor For Retirees
We help our retirees make sure they can enjoy the fruits of their labors by creating plans for capital preservation, steady cashflows, and tax efficient wealth transfer.
For nearly 17 years, Salman Quadri has made retirement dreams and financial goals reality. He started with JP Morgan Chase as a Personal Banker at the age of 18 years old. After receiving many accolades in the retail world, he decided that he wanted to work with clients on a more personal and intimate level. He would spend the next 14 years climbing the ranks in the insurance and finance industry.
With an emphasis on income maximization, cost minimization, wealth generation, and estate preservation, his comprehensive approach to retirement planning is geared towards each client’s individual goals.
What Our Clients Say
We can help you plan for your future – starting right now.
Contact us to see how we can help you with your personal and professional financial planning.