Save Money
Selling an asset?
Are you selling a high valued residential home, investment property or a privately held business where you will be subject to capital gains taxes? Give us a call prior to selling your equity or asset, we will educate you, your CPA and tax attorney on the process; and once you have a buyer we will design a perfectly tailored plan saving you a considerable amount of time and money. Bonus- This strategy also works if you’re in escrow or have a failed 1031 exchange.
Collaborate
Team up with us!
At Quan Financial, we invest in people first by focusing on building life-long, mutually beneficial relationships and strategic partnerships. We encourage involving your current finance and tax professionals to make sure you have all the education, tools and advice to make the most informed decisions regarding your financial matters. We realize a winning team takes a collaborative effort, and our solutions are structured to create or support any existing financial relationship you may have.
Grow
Create a legacy.
We not only want to grow your assets and wealth, we want to grow with you and implement a blueprint for success to help you achieve your personal and financial goals. We want to build a collective team to better equip you with a personal financial plan and legacy. The more we learn about you, your family and vision for the future; the better we can breathe life into these plans.
Save Money
Selling an asset?
Are you selling a high valued residential home, investment property or a privately held business where you will be subject to capital gains and other taxes? Give us a call prior to selling your equity or asset, we will educate you, your CPA and tax attorney on the process; and once you have a buyer we will design a perfectly tailored plan saving you a considerable amount of time and money. Bonus- This strategy also works if you’re in escrow or have a failed 1031 exchange.
Collaborate
We work well with others.
At Quan Financial, we invest in people first by focusing on building life-long, mutually beneficial relationships and strategic partnerships. We encourage involving your current finance and tax professionals to make sure you have all the education, tools and advice to make the most informed decisions regarding your financial matters. We realize a winning team takes a collaborative effort, and our solutions are structured to create or support any existing financial relationship you may have.
Grow
Create a legacy.
We not only want to grow your assets and wealth, we want to grow with you and implement a blueprint for success to help you achieve your personal and financial goals. We want to build a collective team to better equip you with a personal financial plan and legacy. The more we learn about you, your family and vision for the future; the better we can breathe life into these plans.