Broker Check

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