Month

August 2018
Where are you stashing your savings for your child’s education? According to Sallie Mae’s 2018 report “How America Saves for College”, 45% of families who are saving are doing so with a general bank account. This is not an adequate vehicle to use to hold a child’s college education fund, but many young families don’t know or...
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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.