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Securing Your Financial Future

No matter what your age, retirement planning is an essential part of your overall financial plan. Whether you are 35 or 75, decisions and plans you make now will influence your lifestyle in the future.

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We can provide in-depth analysis and recommendations for all your qualified plans, including your IRA and 401(k), 403(b) and 457 plans. We can help you properly allocate your retirement portfolio to correspond with your overall retirement plan. And as you need income from your retirement assets, we can help you develop a plan designed to maximize income while minimizing taxes, to help ensure that you don't outlive your resources.

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Our integrated approach to retirement planning includes both the accumulation phase and the distribution phase. We can help you:
 

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  • Develop a personalized investment plan designed to help you invest according to your risk comfort level.

  • Plan your distribution strategy – manage cash flow and tax implications.

  • Create a customized, integrated financial strategy for your retirement years.

  • Develop and implement an income plan that is customized to your needs.

  • Put in place a prudent strategy to invest your money throughout retirement.

  • Ensure that your retirement program is properly structured to manage your generational wealth transfer options.

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QM Advisors LLC

175 Interlochen Drive

Peachtree City, GA 30269

404-965-3578

info@qmadvisors.com

WARRANTIES & DISCLAIMERS 

THERE ARE NO WARRANTIES IMPLIED.

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QM Advisors LLC  (“QM Advisors”) is a registered investment adviser located in Peachtree City, GA. QM Advisors LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. QM Advisors LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of QM Advisors LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as QM Advisors LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by QM Advisors LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of QM Advisors LLC, please contact the state securities regulators for those states in which QM Advisors LLC maintains a registration filing. A copy of QM Advisors LLC’s current written disclosure statement discussing QM Advisors LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from QM Advisors LLC upon written request. QM Advisors LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to QM Advisors LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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© 2018 - 2022 by QM Advisors, LLC.

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