Day

May 24, 2018
Life is busy. Depending on your life stage, not only do you need to focus on your career, but you also have family, finances and building a future to consider. With such a full plate, it can be easy to focus on things you are knowledgeable about while allowing other things you feel less informed...
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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.