20+ Years in business
Lowering taxes, planning for the future, and securing a legacy
Here at Q Financial & Insurance Solutions, we solve tax problems from capital gain, retirement accounts, businesses, and more, all while planning for an unknown future ahead of us.
"Paying taxes is often the consequence of a lack of planning."
Our company was founded to provide comprehensive financial services and the highest degree of personal attention to individual clients by using a team-focused approach to ensure expert guidance, preparation, and responsiveness through all stages of life and regardless of market conditions.
Retirement Account Strategies
High-Income Tax strategies
Q-financial Offers retirement account strategies to increase your withdrawals by mitigating the taxes from them.
Leaving the game
Business Exit Consulting
Weather your selling a business or a real estate portfolio, we can help you mitigate the capital gains tax while developing an income plan.
Making the leap
Retirement Income Planning
Planning around income instead of overall assets can create a safer and more predictable retirement.
Planning ahead
Tax planning Plans
95% of business owners pay more federal income tax than they need to. Get started on a tax plan to lower you tax bill each year and take more home.
What Others Say
"My life changed forever"
"Kevin did a great job for me. He's a highly skilled professional. He worked diligently with me to get me on the right path.” - William "Bill" Craddick
"Highly experienced"
"Kevin is a pleasure to work with. My experience has found him to be highly conscientious and thorough with excellent follow up skills. I recommend Kevin for any business relationship that you may be pursuing.”
- Bruce Nelson
"Thinks outside the box"
"Kevin is a Financial expert who thinks outside of the box. This enables him to obtain customers needs."
- Rudy Murrieta
"Significantly lowered my taxes"
"Kevin did an awesome job increasing my wealth, lowering my taxes and building my online business. We will certainly work together again." - Jason Pratt
Each of our clients receive a financial plan for their specific situation. We prioritize your family's wealth to help you build a legacy that lasts for generations.
We are a private financial company, allowing us to stay away from expensive broker-dealer contracts. This ultimately makes our fees far less than our competitor's.
We prioritize financial solutions that will help our clients the most in their financial journey. This includes deferring capital gains tax, tax-free growth accounts, and risk-conscious investing.
* By contacting us, you may speak with a licensed insurance agent and be provided information about insurance.
Nothing on this site should be interpreted to state or imply that past results are an indication of future performance. This site does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell insurance, annuities, securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration or licensing exists. Information throughout this internet site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, different methods of accounting and financial reporting, and foreign taxes.
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