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."

Welcome To Q Financial & Insurance Solutions

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.

You have a goal. We have a plan.

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.

TESTIMONIALS

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

Why Choose Q Financial?

Personalized Approach

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.

Competitive Fees

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.

Financial Solutions

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.

Talk to a financial representative now: +1 (800) 694-5133

* 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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