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		Services At Quantum Capital Management, investment management and fundamental financial planning services are integrated together as one offering. We believe in using a detailed blueprint when maneuvering down the path of your financial future. Through upfront and ongoing financial planning, we can evaluate all a client owns, owes, earns, spends, and pays in taxes for the current year, for every year to retirement, and beyond to life expectancy. Through this process, an investment policy is written that identifies a client's required rate of return and appropriate asset allocation. From the investment policy, Quantum portfolio managers build a customized portfolio for each client that is separately managed to match the client's objectives and to produce tax efficiency. In addition to a customized portfolio, Quantum's Financial Planning services include: Retirement Needs Analysis Education Needs Analysis Financial Organization and Ownership Assessment Overall Asset Allocation Analysis Debt Management and Refinance Analysis Risk Management and Insurance Strategies Tax Planning Estate Planning For special client situations, Quantum can provide the following Customized Planning Services: Change of Life Planning Early Retirement Career Changes Business Formation Trust Planning Generation to Generation Strategy Charitable Giving Hedging Strategies Concentrated Equity Positions Corporate Stock Options Restricted Stock Business Retirement Plan Formation

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