Quan Financial is a financial services company based in Costa Mesa, CA, specializing in tax-efficient asset sales and wealth management strategies. They work closely with clients to design tailored plans that save time and money when selling high-value residential homes, investment properties, or privately held businesses subject to capital gains taxes.
With a focus on building lifelong relationships and strategic partnerships, Quan Financial collaborates with clients' existing finance and tax professionals to provide comprehensive education, tools, and advice for informed financial decision-making. Their goal is not only to grow clients' assets and wealth but also to create a legacy and help clients achieve their personal and financial goals through a personalized financial plan.
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