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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. 

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Explores how investment strategy changes once retirement begins.

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Explains using life insurance to make meaningful charitable donations.

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This calculator can help you determine how soon you can pay off your mortgage.

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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