April 17, 2018
When parents ask for advice on saving for college, the first thing we always tell them is don’t depend on a scholarship.  To truly put the odds of a scholarship in perspective, consider that only 19% of high school students with a GPA of 3.5-4.0 get any kind of academic scholarship and it is usually...
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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.