Quantum Financial Group

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David Swanson CFF Can
Protect Your Retirement Today.

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  • Retirement Income
    • Fixed Annuity
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  • Safe Money Strategies
    • Personal Pension Plan
    • Wealth Transfer
  • Videos
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    WEALTH TRANSFER EXPLAINED

    It's time to protect your nest egg and your beneficiaries from the "tax time bomb". Learn how to transfer your wealth in a tax efficient manner. ​
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Download Guide >

Our Wealth Transfer guide will show you how to:

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Increase the size of your estate in a tax efficient manner
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Protect your beneficiaries from being bumped up into a higher tax bracket
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Avoid the “tax time bomb” that occurs upon your death
Download Our Guide >

Contact Us:

David Swanson, President & CEO, CFF
Quantum Financial Group, Inc.
Certified Financial Fiduciary (CFF)
Annuity Research Specialist, Author & Licensed Advisor
NPN License # 65582
386-247-0139

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