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Quantum Solutions, Inc

9119 Classic Drive NE


Lacey

,

WA

98516-9247

Phone:

(360) 491-0757

Fax:

(360) 491-4932

E-mail:

  • Linkedin

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

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, Arizona and Virginia. This Web site should not be considered as a solicitation of securities outside of these states. 

Outlines how estates handle debts of deceased individuals.

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Discusses prospects of shorter workweeks aided by technology.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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

Use this calculator to determine whether you qualify for the different types of IRAs.

How much do you need to save each year to meet your long-term financial goals?

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

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