Quantum Financial Planning and Insurance Solutions
Empower Your Future
Comprehensive financial planning and insurance solutions tailored for your life goals and dreams.
What services do we offer?
Income Distribution Planning
Education Planning
Retirement Planning
We will discuss what ideal retirement looks like for you and review your current situation. We will determine if there are any adjustments that need to be made to make sure that you able to have the retirement of you desire.
Are you currently in retirement or plan to retire in the very near future. We will discuss your current retirement assets and come up with a plan to make your assets last throughout your retirement.
Would you like to contribute to the funding of the education for your kids or grandkids? We will discuss planning options for financing the education of the children in your life.
Insurance Planning
Life does not always go as planned. We will take a look at ways to financially protect you and your family from the unexpected.
Investment Planning
We offer investments including equities (stocks), fixed-income investments such as bonds, Treasuries and certificates of deposit (CDs), options, mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), and fixed annuities.
We use client friendly technology to visually organize your finances so that we can more clearly assess where you currently are on your financial journey. We then discuss your goals, areas of strength and areas of opportunity to come up with an actionable plan to guide you toward your desired destination. We can follow up with regularly scheduled check-ins to keep you on track.
Comprehensive Financial Planning
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