Quantum Financial Planning & Insurance Solutions

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? I can help you find the appropriate vehicle and a savings strategy.

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, Insurance sales, tax consulting, and bond trading. I am also licensed to provide insurance solutions and help advise on investments. 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 Today

Reach out for personalized financial and insurance solutions assistance.