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Quantum Solutions, Inc

Phone:

(360) 491-0757

Fax:

(360) 491-4932

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Financial Planning: A Process Not A Product

QSI Financial Planning Solutions logo

Quantum Solutions, Inc. is a Registered Investment Advisor in the state of Washington.  Mr. Carl P Eshelman is licensed as an investment advisor representative who offers financial planning and investment advice through Quantum Solutions, Inc. in the state of Washington.  This Web site should not be considered to be a solicitation of investment advisory clients outside the state of Washington.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Mr. Eshelman is licensed to sell securities in Washington, California, and Arizona. This Web site should not be considered as a solicitation of securities outside of these states. 

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Reviews annual enrollment dates and options for Medicare participants.

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Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck