Services
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.
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