FINANCIAL ADVICE FOR A NEW GENERATION

QX Financial is redefining socially responsible financial innovation.

YOUR SUCCESS IS OUR MISSION

Achieve financial security and control your own destiny.

WE BELIEVE IN MAKING DIFFERENCE

We educate and empower our clients to make better financial decisions.
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All you need is imagination.

How would you feel if you could accomplish all of your life goals? At QX Financial we believe that your dreams are the blueprint of our partnership. Utilizing innovative yet time-proven investment and risk-management strategies, we help our clients achieve true financial independence and the freedom it provides. That is our version of the American Dream.

Find Your Course

A financial plan tailored to YOUR needs, not ours. We want to understand where you are, both financially and in life. Our goal is to make sure our recommendations are relevant to YOU.

Build your wealth

Implementation and execution are always difficult we help you identify the financial mines that may derail your money and prevent you from achieving the ultimate version of you.

Keep learning

We will be with you on this journey. Our constant supply of tools, content, and resources is designed to continue empowering you. Do you have a question?  We will be right there with you.

OUR SERVICES

ACHIEVE FINANCIAL SECURITY

Protection

Your ability to earn income is the most important asset you will ever own. Let’s make sure that is protected properly.

Cash Flow Management

Are you wasting resources unknowingly and unnecessarily? We can find those wasted dollars and put them to work for you.

Debt Management

There is good debt and bad debt. We help our clients discover ways to eliminate on while maximizing the other.

Retirement Planning

Would you like to stop working for a paycheck some day and just do what you love? All it takes its a little planning.

Investment Management

We have develop a myriad of strategies to help our clients achieve their investments goals. We tailor your portfolio to your needs and desires.

Legacy Planning

Would you like to build an ever lasting legacy for your loved ones and your community without sacrificing your own security? We have the methods to deliver on that promise.

WE PROVIDE THE BEST SOLUTIONS

Our Features

Goals Oriented Financial Planning

This is not about us. It is always about your goals and your dreams. All we do is help you along the way.

We Are Independent

We do not represent a single company. Our independence gives us access to hundreds of mutual funds and money mangers as well as insurance companies. We can always find the best fit for your situation.

Strategic Mindset

It is never about the product but about the strategy. We show our clients ideas and concepts that you cannot just “buy.” Our cutting edge thinking keeps us always ahead of the heard.

Cost Efficiency

We get compensated by the companies you and I decide to do business with. Our fees are always based on your needs so that we can have more money working for you.

Digital Tools and Resources

We live in the 21st century. We believe that your financial plan should do as well. Account access 24/7 as well as full access to your advisor at anytime.

Education and Empowerment

Our goal is to help you learn as much as possible. There is no secret or black box. Let’s learn and grow together.

Testimonials

CLIENT EXPERIENCE

WE LOVE WHAT WE DO

OUR EXPERTISE

Just as in the sport of golf, the club is not what makes the player great. What makes the player great is the swing. Our skillset or “swing” is what has helped hundreds of our clients improve their financial standing in the areas of importance to them. Here are some of the skills we have developed through the decades.

Insurance Analysis 85%

Asset Allocation, Diversification and Protection 80%

Income vs Cashflow Analysis 90%

Risk Assessment and Management 80%

Behavioral Coaching 70%

Actuarial Science 77%

GET A FREE CONSULTATION

Get a FREE No-Obligation, One-On-One Consultation

Taking control of your financial life is the first step towards a life of achievement and fulfillment. Let us help you and be part of your journey towards your goals. Schedule your FREE consultation today. Let us show you how we can help you and how we have helped our clients. You are always in control and your conversation will be 100% confidential.

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    Get In Touch

    Contact Us

    Email:

    support@qx-financial.com

    Phone Number:

    +1 (714) 660-3852

    Address:

    500 N. State College Blvd.,
    Suite 1100 Orange, CA 92868

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