Financial Services

A Practical Financial Roadmap for You

Let do this!

Why do I need a financial plan?

Do you have lifetime goals and objectives?

Do you feel any closer to achieving those goals today than you did a year ago?

If the answer is "no" to either one of these questions, this is exactly why you need to have a financial roadmap. Without a clear destination, the journey can be hazardous and can take you places you didn’t intend to go.

  • Reach clarity in your objectives
  • Develop a realistic approach
  • Work with our experts to help you adjust to or respond to any changes or risks.

Our Process

Mapping your financial journey starts with understanding your current position, pinpointing inefficiencies, and implementing tailored solutions.

Our process is designed to guide you step-by-step, ensuring continuous learning and growth. Together, we’ll create a roadmap for lasting financial success.

  • Understand where you are now
  • Identify financial inefficiencies and risks
  • Implement solutions and opportunities for personal and financial growth

What Does a Financial Plan Entail?

Your Financial Plan is a living document meant to capture where you are right now and where you can be in the future if you implement the suggested changes.

It’s a map, not a manual - things will need to be changed and adjusted as your life and economic environment evolve.

  • A snapshot of your current financial state
  • A set of steps designed to bring you closer to your goal
  • An illustration of outcomes if those steps are followed

Why QX Financial?

At QX Financial, we prioritize personalized financial solutions tailored to your unique needs, ensuring you maximize your wealth and achieve your goals. Our comprehensive approach combines cutting-edge financial technology, expert coaching, and continuous support to provide you with unparalleled service and results.

Choose QX Financial for a partnership that goes beyond planning.

  • Individualized services
  • Cutting-edge technological support
  • Ongoing commitment to your success

What our clients are saying

Discover how QX Financial professionals have transformed the lives of our clients.

My old financial advisor always told me that achieving higher rate of return was always the goal. When I met the team at QX Financial I started to understand that, when it comes to a successful retirement, it is not about the rate of return but about the rate of withdrawal. I do not have to take more risk in order to have more income in retirement!

Salvador
Real Estate Agent

For me it was all about service. When you work with big companies, they never call you back or it takes forever to get something done. I love the fact that I can call, text, or email my advisor directly and I always hear back. That was important to me.

Judy
Current Retiree

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.

Stephen
Attorney at Law

Financial companies are always selling new hot thing and always pushing an agenda. But these guys always listened to me and did what they said they were going to do. That was enough for me.

Robert
Satellites Engineer

This depends on how in-depth you want your plan to be. Some clients come to us only wanting a review of their current plan and/or to choose services an an a-la-carte fashion. Others come to us without a concrete idea of where they are or where they are going, financially speaking. These cases will require more information for a more in-depth analysis and plan.In general, it is helpful if you are able to provide the following information to your financial planner as needed:
  • Last year's tax documents
  • A general list of the financial accounts you currently own (including recent 401k/403b/etc. statements, checking and savings accounts, life insurance policies, annuities, etc.) and their current value
  • A list of current medications and any major or recent health issues (these are required for applications of certain financial products)
  • Your current contact information
  • Your Social Security Number or ITIN
  • A copy of your Driver's License or visa

Here at QX Financial, we can do everything from taxes to retirement plans to life insurance to college savings. If you already work with an expert in one of these areas, let us know! We are happy to work hand in hand with any of your current experts to make sure your plan truly suits your needs and you are getting exactly the right information you need to make the best decisions possible.

Yes, we do! Planning for the future of your business and its succession is one of the most frequently neglected aspects of any business. At QX Financial, many of our financial planners and advisors have the knowledge and experience to handle both individuals' and their businesses' needs to create one comprehensive, streamlined plan.

Once a plan is placed, you can expect your planner to check in at the 3 month mark, 6 month mark, and at the year mark to make sure you're settling in well. After that, a regular annual review will allow you to ensure that your plan is keeping up with any changes that may occur in your life. If something comes up that requires more immediate assistance, you are welcome to reach out to your advisor at any time via phone or email at no charge.

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

    Yanko Castro

    Founder & CEO