Interested in a Free Financial Plan? 

  • Registered Investment Advisor (Fee Based):

    • Provides information for decision making pertaining to individual financial matters as well as actively managing accounts.
  • Consultant Providing Counseling Services to Small Businesses (Fee Based):

    • Researches, evaluates and recommends retirement plans (401k, 403b, SEP-IRA, SIMPLE-IRA), defined benefit plans, health plans, disability plans, etc.
  • Lending Consultant (Fee Based):

    • Assists clients with commercial and residential financings and setting up Pledge Asset Lines (PALs).

QFA Inc. Provides Assistance With: