FINANCIAL 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.
Need Help Planning Your Investments? Consult Raleigh's Financial Planner
When it comes to financial planning, there are a lot of factors to consider. You need to think about your current financial situation, your goals for the future, and how to best manage your money. This can be a lot to handle on your own, which is why working with a financial planner can be a great option.
A financial planner can help you take a look at your overall financial picture and develop a plan to reach your goals. They can help you figure out how to best save and invest your money, how to pay down debt, and how to plan for retirement. Working with a financial planner can give you peace of mind and help you make the most of your money. If you’re looking for a financial planner, you’ve come to the right place. At Quad Financial Management, you’ll get guidance from our financial planner on the best paths to reaching your financial goals. From retirement planning to tax planning, we can help. You can get started with a free consultation.
Book A FREE Consultation Today
During your consultation, the financial planner will likely ask you about your goals and your financial situation. They’ll want to know what you’re hoping to achieve and how much risk you’re willing to take on. This information will help them develop a plan that’s right for you.
After your consultation, you’ll have a better idea of whether working with a financial planner is right for you. If it is, you’ll want to get started on developing your plan. Your financial planner can help you make smart decisions about your money and set you on the path to reaching your financial goals. Schedule your 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.