FINANCIAL ADVISOR IN CARY, 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.
Consult Our Financial Advisor In Cary, NC
A financial advisor is someone who provides financial guidance to individuals, families, and businesses. Financial advisors can provide a number of services, such as investment management, financial planning, and estate planning. When choosing a financial advisor, it’s important to find someone who aligns with your financial goals and who you feel comfortable working with.
There are a few different types of financial advisors, including financial planners and investment managers. Financial planners help their clients create a financial plan that outlines their long- and short-term financial goals. Financial planners can also help with budgeting, retirement planning, and other financial advice. Investment managers are responsible for managing their clients’ investments. This includes picking stocks, bonds, and other investment vehicles, as well as monitoring the performance of those investments. When it comes to your finances, it’s important to make sure you are getting the guidance and advice you need from a qualified and experienced financial advisor.
We'll Plan Your Finances For Your Future
You will only work with a qualified and experienced financial advisor at Quad Financial Management. We’ll help you reach your financial goals by discussing what to spend, what to save, what to invest, and what to give back. Once you’ve chosen an advisor, you’ll need to give them some information about your finances. This includes your income, investments, debts, and expenses. Your advisor will use this information to create a financial plan that’s tailored to your unique situation.
Once your financial plan is in place, your advisor will help you implement it. This can include making investment choices, setting up insurance policies, and more. Your advisor will also check in with you regularly to see how you’re doing and make sure your plan is still on track. Working with a financial advisor can be a great way to get the guidance you need to make sound financial decisions. Book a free consultation 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.