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Quantum Planning LLC

1 Reviews
Contact Us
Jmaldonado.cpa@gmail.com
Saddle Brook, NJ 07663
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CPA Financial Solutions

Certified Public Accountants and Enrolled Agent professionals specializing in helping individuals and business owners reach their financial and life planning goals by engaging in comprehensive fact-finding and problem solving. We often work with other professionals, including attorneys and accountants to help create coordinated and multi-disciplined strategies for clients utilizing, where appropriate, Financial planning, life Insurance, Long Term Care insurance, annuities, investment Advisory accounts, Buy-Sell and Key Person agreements, and college funding plans.

Free Initial Consultation

1 - 9 Employees

Credit/Debit Payments Accepted

2018 Founded

1 Reviews
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4

Customers rated highly for and Professionalism.

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Portfolio
What We Do
Individual Tax Planning Insurance Investment and Wealth Management Tax Preparation
FAQs
Do you offer a free initial consultation?
Yes, we do offer a free initial consultation. It allows both of us a chance to determine if our services are a good fit to your situation.
How do you determine your fee?
Our fees are either fixed or hourly. Our goal is to save you more money than the cost of our services. After speaking with you for the first time we will quote our fee based on exactly what you need and send it to you in writing.
What should I consider before contacting you?
Some questions you may want to consider before contacting us are: - Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, investments, insurance or college planning? - Are there any specific issues with your taxes that need to be addressed?
What type of clients do you work with?
We work with individuals and small businesses. Individuals typically have questions about saving on taxes, planning for retirement or needing help with their investments. On the business side, we work in many business owners to help with setting up Employee/Employer retirement plans, and reducing their income taxes, If you have a particular niche, feel free to contact us and we will decide together if we are a good fit or perhaps you are a better fit for one of our affiliates.
Can you save me money?
We make it our priority to reach out to our customers on a consistent basis because we care about the success of your personal finances and business. Our experienced team will provide timely advice and planning, striving to allow you to grow and save money.
What is your typical process for working with a new customer?
It starts with our initial free consultation. We will ask you detailed questions about your specific financial situation and your goals. Once we gather this information, we will schedule a second call for us to present our ideas and recommendations. You can then decide to follow those recommendations and work with us or to take those recommendations to someone else.
How do I get started?
The best way to begin is to fill out your contact information and let us contact you. We will discuss your needs, answer any questions and decide if we are the right fit for each other.
What do I do when I have a question?
We are interested in your questions and we want you to ask them. That makes for a great relationship. For the most efficient and quickest response please email us, this way we can respond even if we are away from the office.
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3 years ago

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