Category

Protections
With the dollar the strongest it’s been in years, now might be the perfect time to travel overseas — especially to Europe. Before you hop on that airplane, though, you want to make sure you’re financially prepared for your trip. Here are a few things to do ahead of time so that you are ready...
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Having an emergency fund is always touted by financial experts as one of the first things you should do to get your finances in order. There are also many points of view as to how much cash reserves you should have, and just as many opinions on where to put it. But what is not...
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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.