FINANCIAL PLANNING 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 Services
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.
Financial Planning
Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions.
Investment Management
We specialize in creating a Personalized Investment Portfolio for you to meet your goals.
Retirement Planning
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.
Tax Strategies
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.
Our Clients
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.
Planning Your Finances? Speak To Our Financial Planner In Raleigh, NC
Financial planning is the process of creating a roadmap for your money that will map out your short- and long-term financial goals and how you will achieve them. It involves taking a close look at your current financial situation, setting realistic goals, and creating a plan to achieve those goals. One of the first steps in financial planning is to assess your current financial situation. This will give you a better idea of where you stand financially and what your starting point is. You’ll need to take into account your income, debts, assets, and expenses. Once you have a clear picture of your current financial situation, you can start setting realistic goals.
Some common financial goals include saving for retirement, paying off debt, building up an emergency fund, and saving for a major purchase. To achieve these goals, you’ll need to create a budget and stick to it. This budget will help you track your progress and ensure that you are staying on track. Once you have set your goals, you need to create a plan to achieve them. This plan should include specific steps and deadlines. For example, if your goal is to save for a down payment on a home, you might set a deadline of five years and save $200 per month.
Consult Our Financial Planner On Your Finances Today
Your financial plan should be reviewed and updated regularly to make sure it is still on track. Life changes, such as a job loss or a birth, can impact your financial situation and your ability to achieve your goals.
Another important aspect of financial planning is investing. Investing can help you reach your financial goals faster by growing your money. However, it’s important to invest wisely and not take on too much risk. A financial planner can help you assess your current financial situation, set realistic goals, and create a plan to achieve those goals. Speak to our financial planner at Quad Financial Management.
Schedule A Free Retirement Planning Consultation.
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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.
About Me:
SALMAN QUADRI
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.
Testimonials
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.
