November 2017
Back in 2005, I began working with a young couple in their thirties with a two year old son. The husband had recently inherited some money from his mother’s estate. They knew it was too much money to hold in cash, especially since they had things they wanted to accomplish. So, we began to discuss...
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About Us

We start with what your customers are trying to accomplish. College savings? Retirement? A new car? Debt elimination? Whatever the goals, our mission is to provide the advice and investment vehicles needed to achieve them all. Our advice is goal-based. iQuantifi continues to update the advice given as life changes, applying what is suitable according to your customers’ unique needs and resources. The end result is a real-time, comprehensive, personal financial planner that integrates with your system.