FINANCIAL SERVICES

Financial Planning

Our solutions consist of detailed research. This is a result of our intense fact-finding process that builds custom financial plans for each individual client or business.

Investment Planning

  • Tax-Efficient Investing Strategies

  • Principal-Protected Saving Strategies

  • Professional Asset Management

Income Strategies

  • Systematic income Streams

  • Tax-Efficient Income Models

  • Income Longevity Solutions

  • Social Security-Claiming Strategies

Property & Casualty Insurance

  • Auto

  • Home

  • Flood

  • Commercial

  • Bonds

Tax Services

  • Tax Preparation

  • Book Keeping

  • Payroll

Estate Planning

  • Estate Tax-Reduction Strategies

  • Estate Tax-Funding Strategies

  • Living Trust Design

  • Life Insurance Policy

  • Shopping for the Most Competitive Insurance Policy

  • Gifting Strategies to Benefit your Children/Grandchildren

Business Planning

  • Business Income-tax Reduction Strategies

  • Buy Sell Agreement Design

  • Employee Fringe Benefits

  • Deferred Compensation Strategies

  • Business Exit Strategies

  • Key Man Policy

  • Executive Bonus Plans

  • HR Consulting

© 2024

Precision Financial Planning Services

All Rights Reserved

[email protected]

2040 North Loop
West Freeway
Houston TX 77018

Contact

[email protected]

2040 North Loop
West Freeway
Houston TX 77018

Investing involves risk, including the loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Quad J Capital nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees, and expenses. Prospective investors should consult with a tax or legal adviser before making any investment decisions.

For our current Regulation A offering(s), no sale may be made to you in this offering if the aggregate purchase price you pay is more than 10% of the greater of your annual income or net worth (excluding your primary residence, as described in Rule 501(a)(5)(i) of Regulation D). Different rules apply to accredited investors and non-natural persons. Before making any representation that your investment does not exceed applicable thresholds, we encourage you to review Rule 251(d)(2)(i)(C) of Regulation A. For general information on investing, we encourage you to refer to www.investor.gov.

© 2024

Precision Financial Planning Services

All Rights Reserved