Quantum Financial Planning and Insurance Solutions
Expert guidance for your financial planning and insurance needs.
Comprehensive Financial Solutions
We offer tailored financial planning and insurance solutions for your unique needs and goals.
We can perform a detailed review of your current situation and determine if you are on track to achieving your goals and if there are any weaknesses in your planning.
Investment Planning
Navigate Medicare options with our expert guidance for informed healthcare decisions.
Comprehensive Financial Plans
Do you need help determining whether you are on track for a secure retirement? I can provide provide an analysis of your current situation to make sure that you are on track.
Income Distribution Planning
Are you wanting to save for college for your kids or grandkids? We can discuss different savings strategies.
Education Planning
Protect your loved ones with our comprehensive life insurance solutions tailored to your needs.
Medicare Planning Assistance
Are you uncertain about whether current asset allocation is the right for you? We can review your risk tolerance, time horizons, and investment objective to make sure that your assets appropriately allocated. We also have professionally managed portfolios for you to invest in.
Life Insurance Services
Retirement Planning
Are you in or near retirement and concerned about outliving your income? We can customize an income strategy for your situation.
Your Trusted Financial Partner
I'm Imani York and I am experienced licensed financial professional who enjoys finding personalized solutions for my clients. I graduated from Appalachian State University with a degree Business degree majoring in Finance and Banking. My experience includes comprehensive financial planning, retirement analysis, tax consulting, and bond trading. I am also licensed to provide insurance solutions. If you are interested in getting help with making your financial goals a reality, please reach out to me using the form below.
Contact Quantum Financial Planning and Insurance Solutions Today
imani.york@quantumfpi.com
980-428-0136
Comprehensive financial and insurance planning services.
This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and nothing contained herein should be construed as an offer to buy or sell, or a solicitation to buy or sell, any security or other investment product or to participate in any particular trading strategy. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action. All views expressed and materials presented are subject to change without notice and are not intended and should not be construed as investment, tax, or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All information is believed to be from reliable sources; however, no representation is made as to its completeness or accuracy. All investing involves risk, including the possible loss of principal and there can be no assurance that any investment strategy will be successful.
Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchase you should carefully read the prospectus and prospectuses for the underlying investment portfolios of variable products. In addition to carefully reviewing the prospectus, you are advised to consider the investment objectives, risks and charges, and expenses of the investment before investing. A prospectus may be obtained from our office or directly from the mutual fund company, insurance company or offering entity. *Variable annuities are long-term investments designed for retirement purposes. Variable products have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any variable investment options in a product will meet their stated goals or objectives. The account value is subject to market fluctuations and investment risk so that, when withdrawn, it may be worth more or less than its original value. ***Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Annuity product guarantees including optional benefits, for both fixed and variable annuity products, rely on the financial strength of and are subject to the claims‐paying ability of the issuing company.
Registered representatives of First Heartland® Consultants, Inc. may discuss and/or transact business in a particular state only if first registered, excluded or exempted from registration requirements. Imani York is an Investment Advisor Representative of First Heartland® Consultants, Inc., a registered investment adviser based in Lake Saint Louis, Missouri.
Advisory services offered through First Heartland® Consultants, Inc.
4101 Lake St. Louis Blvd. Lake St. Louis, MO 63367 636.625.0900
Quantum Financial Planning and Insurance Solutions is not affiliated with First Heartland® Consultants, Inc. or First Heartland® Capital, Inc.
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For more information about First Heartland® Capital, Inc. and First Heartland® Consultants, Inc. you can visit https://www.firstheartland.com. First Heartland® Capital, Inc. and First Heartland® Consultants, Inc. Form CRS