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