Quantum Financial Planning and Insurance Solutions

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Expert guidance for your financial planning and insurance needs.

Request a personalized

Asset-Map Financial Plan

Using the form below.

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

Imani York
Registered Investment Advisor Representative

Hi, I’m Imani York—a dedicated financial professional committed to helping you make confident, informed decisions about your money. As a Registered Investment Advisor Representative, I specialize in creating personalized strategies that align with your unique goals and values.

I hold a Bachelor of Science in Business Administration with a concentration in Finance and Banking from Appalachian State University. Over the years, I’ve built a diverse background in financial services, including experience in comprehensive financial planning, life insurance solutions, retirement planning, tax consulting, and bond trading.

Whether you’re preparing for retirement, protecting your family’s future, or simply want to feel more in control of your finances, I’m here to guide you every step of the way.

Ready to take the next step toward your financial future?
Fill out the form below, and let’s start building a plan that works for you.

Contact Quantum Financial Planning and Insurance Solutions Today