Financial Planning: A Process Not A Product
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.
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.