A customized portfolio is developed for each client to
match problems with solutions. The Company offers a full gamut of options from its
many suppliers in order to properly facilitate turnkey delivery for well-defined
financial concerns.
The services offered by the Quan Company represent the larger goal of stabilizing and improving businesses.
The same is true with individual high net worth clients seeking flexible,
safe growth alternatives and asset protection to comfortably accommodate
their present and future lifestyle.
| Asset Protection/Deferral Income Strategy |
Insurance Planning & Solutions |
| Transfer for Value Strategies |
Financial Efficiency Strategies |
| Investment Alternative w/Down Market Protection |
Retirement Planning |
| Retirement Plan Transition & Roll-over Planning |
Estate Planning |
| Wealth Building w/Bonus Incentive |
Wealth Transfer |
| Capital Gains Minimization & Deferral Strategies |
Tax Minimization |
| Charitable Giving Concepts |
Private Annuity Trust |
| Business Continuation Alternatives |
Business Acquisition Alternatives |
| Business Exit Strategies |
Business Expansion Liquidity |
| Capital Investment Recapture |
Corporate Financing and Restructuring |
| Executive Compensation Enhancement |
Equity - Release Strategy |
| Market Value Business Disposition Alternative |
Leveraged Financing Solutions |
| Non-Taxable Business Entity - Conversion |
Key Person/Stock Redemptions |
| Salary Continuation/Income Protection Solutions |
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Need more information? Quan will be more than happy to meet and talk about
planning for the present and the future.
