Day

June 18, 2018
My husband and I have different priorities when it comes to spending money. I enjoy travel and experiences. He prefers at-home entertainment and collecting high-quality action figures. Sometimes, when my husband looks at my spending choices, he becomes frustrated because it means that he can’t buy the latest to-scale figure from a movie. I occasionally...
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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.