Brendan Walsh Email & Phone Number

I’M NOT YOUR TYPICAL FINANCIAL ADVISOR After working for large, corporate financial advising firms, I discovered that their standards and products proved inflexible to me. That’s when I realized I could be more effective by helping a broad range of clients to advise and empower them with complete independence from any big company. I believe I’m different because I enjoy educating my clients about their financial strategy options as well as implementing their plans. Clients who want to learn, and those wanting “never-thought-of-before” retirement strategies, is where my team and I thrive. We build relationships with our clients and tailor plans after assessing their current financial picture and objectives. Our goal? For our clients to realize the greatest potential of their money and making it work more efficiently through careful use of retirement plan options, leveraging business ownership, and taking advantage of tax reduction strategies.OUR CLIENTS ARE:• looking to learn and create financial planning strategies• self-employed or a small business owner• entrepreneurs seeking start-up advice• in mid-life and want to stay up on constantly changing tax laws• Baby-Boomers with financial plans in place but seek to leave a legacy to their family or charityDO YOU WANT:• more control over your money?• to identify how and where you’re losing money?• to lower costs and achieve maximum financial potential?• to pay less in tax and have more income for future plans or retirement?I want you to better understand diverse planning options and set customized goals so you can sleep better at night. Knowing how to keep more of your hard-earned money is essential to a good financial plan. Business financial planning, employee benefit options, investment strategies, social security optimization, and Medicare benefit planning are other services we offer. Schedule a complementary consultation.> 802-448-2882> quantumleapcapital.com

Listed skills include Retirement Planning, Estate Planning, Financial Planning, Investments, and 17 others.