up to 33% More Retirement Income
Qualified Financial & Insurance Solutions
1100 Town and Country Road Suite 1250
Orange,
CA
92868
Phone:
- 800-694-5133
Fax:
- 800-638-2153
What our clients say about us
What our clients say about us
Newsletters
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Two Tax-Friendly Retirement Plans for the Self-Employed
Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.
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Four Financial Numbers You Should Know
Four financial numbers that you should understand (and that could potentially improve your financial situation).
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Income for the Long Run
A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,379.45 | -1.27% |
| Nasdaq Composite | 7,485.14 | -2.06% |
[ Markets | Charts | Quotes | Portfolio ]
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.
QUALIFIED FINANCIAL & INSURANCE SOLUTIONS
1100 Town and Country Rd, Suite 1250, Orange, CA 92868, (800) 694-5133
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.