Your Success is Our Mission

QX Financial is redefining socially-responsible financial innovation. We educate and empower our clients to make better financial decisions, achieve financial security and control their own destiny.

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We believe that every person has the right to achieve financial freedom, security and independence.

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.

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

We will guide you on this journey. Our vast supply of tools, content, and resources is designed to continue empowering you.

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Years of industry experience


Satisfied clients

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Billion in wealth created

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Product providers

Our Vision

Access to high-quality professional advice for all

More and more individuals, unknowingly and unnecessarily, become dependent on the welfare state and vulnerable to the social ills created by our financial system: insurmountable levels of debt, inability to build multi-generational wealth, retirement distress, and full dependency on social programs. We’re here to help.

  • Holistic financial planning
  • Multi-generational wealth building
  • Financial security and independence
What We Offer

Our version of the American Dream

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.

  • Protection and cash flow management
  • Debt and investment management
  • Retirement and legacy planning
Why QX Financial

Are you ready to go from Good to Great?

In the game of golf, the club is not what makes a player great. What makes a player great is the swing. Our skill set or “swing” is a tool that has enabled our clients to improve their ability to reach their financial goals.

  • Strategic mindset
  • Cost efficiency
  • Independent advice

Our customer success stories

Discover how individuals and families like you have been transformed through our work. Real stories of growth, innovation, and success.

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Asset Care: Planning for the No-Go years: Using Asset Care to cover this client's future long-term care needs

With life expectancy getting older and older, more and more people can expect to need long-term care services at some point in their retirement years. This is how one of our clients has planned to address the expenses that come with her potential future long-term care needs.
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Be Your Own Banker: Addressing today's economy with strategies tailored to today's individuals, families, and small businesses

Doesn't it make sense that today's economy should be addressed with tools and strategies designed to take advantage of today's conditions? The financial issues of today - high interest rates, the scheduled income tax rate increases, etc. - are exactly what make the Becoming Your Own Banker strategy shine.
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TFRA: Diversifying retirement income to hedge against the risk of increased tax rates in retirement

Let's face it - whether you vote red, blue, or purple with yellow spots, taxes are going to increase. It's already built into the tax code for 2026! Doesn't it make sense to have at least some of your assets housed in an income tax-free environment?

Tangible results shared here

Discover how our financial expertise transformed businesses like yours, delivering exceptional results and growth.

The QX Financial team showed me a master-level understanding and execution of true wealth creation and protection. As a former banker I was impressed with their knowledge, great customer service and attention to detail and above all their true commitment to my financial success. They are now my lead advisor in all financial matters.
QX Financial has opened up a new world of possibilities and bring peace of mind to my life when it comes to true financial security and prosperity. I cannot explain it, you have to experience this. Go ahead, give them a call.
The team at QX Financial helped me understand the true cost of my student loans. Now I know that most young people become “debt-free and broke” when using traditional methods. I do not have to be one of them. I have found another way.
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Got a question?
Get your answer

Our commitment to you! While most financial firms focus on selling products, our focus is solving problems. We do this in a way that is convenient and well within the means of the average individual or family. In other words, our advice is not just meant for the wealthy, but for everyday people like you!

It is extremely important that we listen to you. Your goals, your dreams, and your experiences should be the basis of any financial plan. They are different from anyone else’s, so your financial plan should be different, too!

Over the last 2 decades we have built a team of licensed advisors, CPA’s, attorneys, and other professionals meant to provide a well-rounded analysis of any situation and any degree of complexity. We guarantee that if we don’t have the answer, we will find it for you.

The first step is generally a 15-20 minute video conference or phone call to get to know you a little bit more and understand what you’re looking for. If we can be of any service to you, we will set up a 45-minute video conference to dive deeper into your situation and decide the best path forward. You can expect professionalism, confidentiality, and objectivity.

We are committed to your long-term success. Therefore, you will always have access to a financial professional any time you need it, as well as ongoing semi-annual and/or annual reviews of your plan. If any adjustments to your plan are needed, you can be confident that we will be here to implement any changes appropriately. Lastly, we work with product partners with 100+ years of track record of financial stability. We are confident they will also be there for you when things come up.

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We’re here to help

Need help with a project, have a question about our work? We’re here for you!

    "Effective capital creation and accumulation is the key to real financial freedom."

    Yanko Castro

    Founder & CEO