At Quantifi Planning, we specialize in providing financial advice to young medical professionals. We assist them with managing their student loan debt, optimizing their employer benefits, and maximizing their earnings potential. We help them navigate the various life transitions they may encounter and make sure their financial paths are set up for success.
You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
Related Merchants
All-Ways Medical Billing
All-Ways Medical Billing, LLC was founded in 2009 to provide mental health professionals with comprehensive and accurate billing services. This includes processing insurance claims, tracking patient payments, and coding for autism, occupational, speech therapy, and other related services. Our team of experts serves over 20 individual licensed professionals in the Portland area. With a decade of experience, we proudly provide top-notch billing services for medical professionals. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
Steven M. Vogt, CPA, EA
For over twenty years, the clients of Steven M. Vogt, CPA have relied on his team's personal and business tax return preparation services, full-service bookkeeping, and expert financial advice to stay on top of their finances. His staff of tax planning and financial professionals in Chandler and Queen Creek, AZ, provides highly personalized services that utilize their extensive knowledge of current laws and regulations to serve you best. Steven M. Vogt, CPA specializes in a wide variety of tax preparation services, covering individual, small business, and gift and estate taxes. His team strives to make the entire process as stress-free as possible while finding the maximum amount of deductions and credits their clients are eligible for. Clients also count on Steven M. Vogt, CPA to help them resolve IRS tax problems, with a successful track record attesting to this team's efficacy. His company always provides affordable, professional assistance to its clients when they need help the most. Steven M. Vogt, CPA also offers a wide variety of small business accounting services, ranging from payroll to check writing. His experienced accounting team has the knowledge to assist with monthly bookkeeping services, bank reconciliations, and financial statement preparation to keep business on track. When it comes to helping small businesses achieve success through smart financial decisions, this CPA firm's financial advising services are invaluable.
Woodfield Financial Advisors
At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.
Kelly Financial Services
Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.
Einstein Medical
Einstein Medical is an internet marketing firm based in San Diego, providing business solutions to reputable doctors and surgeons around the world. Since 1995, they have been keeping ahead of the curve in marketing and technology. They offer a variety of products and services to help their clients become more successful financially. Services offered include search engine marketing, social media marketing, DocShop Directory, video production and EinsteinApps. Their team of experts, including designers, writers, video producers, consultants and project managers, create custom strategies for medical practices specialising in cosmetic dentistry, plastic surgery or LASIK surgery. Through these strategies, Einstein Medical provides opportunities for healthcare professionals to be found on the internet through various avenues. This includes creating exceptional websites and DocShop Directory listings, as well as video production. By tailoring online medical marketing strategies to meet the needs of each client, Einstein Medical helps ensure that prospective patients can find trusted healthcare professionals.
CTB Financial Services
At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.