Quantum Financial Management LLC / Financial Advisor in Chicago, Illinois

We are a fee-only financial planning firm that work in a fiduciary capacity with our clients. Our firm provides comprehensive financial planning and investment management services for individuals and small businesses. We work with you to identify your financial goals and to build strategies to help you achieve these goals. Our only source of compensation is you, our valued client. We work with people at all phases of their life. Please visit out Website for more information.

Specialties

401K Consulting 403B Plans Asset Protection Certified Financial Planner CFP ® College Planning Comprehensive Financial Planning Estate Planning Family Financial Planning Fee Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Services IRA MBA Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Wealth Management Young Investors