Financial Education for a New Generation
Welcome to QX Financial
QX Financial professionals understand how complex your life and financial situation can be so we’re here to help. Our team of licensed financial professionals can help you find the right information so you can make the best decisions.
Welcome to QX Financial, where we revolutionize your financial journey. Our dedicated team offers comprehensive financial planning services tailored to your unique goals. We believe in empowering through education, ensuring you understand the strategies that shape your financial landscape.
Harnessing cutting-edge FinTech, we navigate the complexities of modern finance with precision. What sets us apart is not just our expertise but our ongoing commitment to your success.
We stand by your side, providing guidance and adapting strategies as life evolves. At QX Financial, your financial well-being is not just a service; it’s a partnership built on trust and innovation.
Years of industry experience
Satisfied clients
Billion in wealth created
Product providers
Financial Planning
Everyone needs a financial roadmap for life. Let us help you create it.
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Focus on goals and objectives
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Maximize financial efficiency
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Long-term ongoing review
Becoming Your Own Banker
Turning liabilities into assets is of greatest strategic importance.
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Understanding the impact of debt and opportunity cost
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Focusing on the recovery and prevention of wealth transfers
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Putting your money back to work for you
Tax-Free Retirement
Tax diversification is as important as asset diversification.
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Develop an understanding of the impact of future income taxes on retirement distributions
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Take advantage of IRC Sec 72(e)(5)(A) and 7702(A) provisions
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Learn how to control sequence of returns and longevity risk
Additional Key Financial Strategies
From small to medium-sized businesses, we have the strategies you need to let your money grow.
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Combining actuarial science and investments
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529 alternative plans
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The Magic of the “SuperROTH”
Integrity in everything we do.
Our Mission
A lack of access to high-quality professional financial education and advice has hampered the average person’s ability to make wise financial decisions.
Therefore, 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.
These are just some of the issues that can be prevented with appropriate holistic planning and risk management. We believe that every person has the right to achieve financial freedom, security, and independence.
OUR PROCESS
Quality Services
At QX Financial, we offer top-notch services that set us apart from other financial companies
Design
At QX Financial, we understand that your situation is unique and it should be approached that way. Everyone has different goals, objectives and priorities. We make sure that our clients have a tailored, step-by-step plan that will get them to where they would like to go financially.
Wealth Transfer
Now we need to “find the money” in order to fund your goals and dreams. Most people do not realize how much money they waste via debt servicing, taxes, unnecessary fees, and other items. Our cash flow analysis help us find those opportunities so that you can start building your net worth without having to reduce your lifestyle.
Protection
Everything starts and ends with you. We have to protect your ability to earn an income as well as the assets that you have develop through the years. Our time is finite with a lot of risks around us. You and your ability earn an income needs to be protected.
Debt Reduction
The issue is not whether you have debt or not. The issue is, who gets to earn the interest. Most people pay interest rather than earn interest. Would you like to be able to borrow and earn interest at the same time? This is an important concept to learn.
Savings & Investing
Savings and investing are two different things but they feed off each other. Most people need to improve in one area or the other, sometimes both. Improving your ability to save and invest will yield the results we are looking for and give us the ability to achieve your goals. Whether your goal is retirement, saving for college, or buying a home, putting your money “in the right place” is of utmost importance.
Let's Connect
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
