Quant Index

The “Quant Index” is the objective, quantitative score for where you stand as to your legal and financial planning in the Ten Planning Disciplines.

Stratagem

Stratagem is the proprietary software that the Quantum Financial Society uses to objectively quantify its Members’ legal and financial data, measured as a Quant Index score.

Private Wealth Office

The proven legal and financial structure and system to form plans, monitor Quant Index progress, and measure relevance and performance of advisors’ products and services.

Private Wealth Office Portal

The secure website for Quantum Financial Society Members to enter their personal legal and financial data, and to receive or update their Quant Index, Private Wealth Office Plans, Stratagem reports, documents, newsletters, updates, and other Quantum Financial Society member-only benefits.

QFS Education

The private mentoring system for Quantum Financial Society Members covering all legal and financial planning topics and problems. Offered via live webcast and Quantum Financial Society Education Archives.

Stratagem Reports

Objective, detailed and summary accounts of quantitative analyses performed by Stratagem of a Quantum Financial Society Member’s legal and financial information in one or more of the Ten Planning Disciplines.

Guidebooks

Detailed legal and financial data gathering manuals.

Private Wealth Office Plans

The QFS planning system for laying out personal legal and financial goals, monitoring QI progress, and measuring relevance and performance of advisors’ products and services.

Private Wealth Office Hierarchy

QFS offers different level of Private Wealth Office access depending on a Member’s desire for more precise QI analysis, Private Wealth Office Plans, Stratagem reports, documents, and other QFS Member advantages.

The Ten Planning Disciplines

The Ten Planning Disciplines refer to the legal and financial planning divisions known as Resource Management (cash, debt and credit management), Estate, Asset Protection, Retirement, Insurance, Tax, Investment, Gift, Business, and Choice of Entity Planning