iQuantifi helps the young families that don’t qualify or cannot afford a traditional advisor. Using technology also brings the benefit of real-time solutions that address the financial problems faced by a younger generation in a dynamic way.
Their advice is goal-based. They start with what you are trying to accomplish. College savings? Retirement? A new car? Debt elimination? Whatever your goal, their mission is to provide the advice and investment vehicles needed to achieve it.
iQuantifi continues to give comprehensive advice as life changes, applying what is suitable according to your unique needs and resources. The end result is a real-time, comprehensive, personal financial planner that will provide a path and the investment tools necessary to achieve your goals.