Services

How I Work

I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money strategies , as well as other issues that are critical to your financial well being.

Financial Services

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

HSA - Health Savings Account

Associates of QI Financial Strategies do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Long-Term Care and Disability insurance are offered through representatives who are independently contracted with insurers providing such coverages and are neither underwritten nor issued by National Life Insurance Company.

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.

dhamond@qifinancialstrategies.com | (929) 324-0097