Services
Quadrant Financial Services, LLC, through Money Concepts Capital Corp., and through its affiliation to R. A. Hall & Co, LLC, a full service consulting, tax and accounting practice, offers a number of services to our clients.
Those services offered by Quadrant Financial Services, LLC, through Money Concepts Capital Corp. include:
Investment Planning
- Integrated Asset Allocation and Portfolio Design
- Customized Asset Management Programs
- Diversification Strategies
- Alternative Investments
Income Protection/Asset Preservation
- Long-Term Care
- Disability Protection
- Income Replacement
Retirement Planning
- IRA Rollover and Distribution Planning
- Income Projection Analysis
- Fixed Income Strategies
Education Planning
- 529 College Saving Plans
- Coverdell Education Savings Accounts
Insurance
- Life Insurance Analysis and Design
- Long-Term Care
- Disability Protection
Those services offered by R.A. Hall & Co, LLC, include:
Tax Planning
- Income Tax and Estate Tax Planning
- Tax-Advantaged Investing
- Charitable Planning
Estate Planning
- Wealth Transfer and Tax Reduction
- Charitable Gifting
- Trust Services
Business Planning
- Business Succession
- Buy-Sell Agreements
- Non-Qualified Retirement Plans