Joshua Betancourt is Founder of Quantum Capital Investments Inc, a Registered Investment Advisory Firm and QCI, Inc a full service Accounting and Tax planning firm.
He helps individuals, families and companies reduce State and Federal taxes and provides financial, tax planning, and accounting services. He assists with purchasing/evaluating Life and Health Insurance policies to meet their needs and financial resources as well as establishing Pension Plans and 401ks.
In addition, Joshua helps companies and individuals reduce fees and commissions in their retirement accounts (such as Roth IRA, Traditional IRA, SEP, 401k, 529 plans) or brokerage investment accounts and potentially enhance their portfolio performance
Mr. Betancourt attended Northeastern Illinois University in Chicago where he excelled in statistics and mathematics completing a BS in Finance with Cum Laude honors and graduating top 5 percent in the College of Business and Management. He also achieved his Masters Degree in Accounting and Taxation from Northeastern Illinois University and is a Certified Tax Preparer. Joshua Betancourt is also preparing to take the state CPA licensing exam.
John Henek is currently VP Investments for Quantum Capital Investments, Inc. He acts as a financial quarterback to help business owners, individuals, families and companies achieve their financial goals, minimize their taxes and financial fees and properly diversify their investments. John is an independent fee-only Registered Investment Advisors (RIA) and Fiduciary with 30 years of investing and trading experience.
His firm, Quantum Capital Wealth Management diversifies client assets via lowest-fee investments in stocks, bonds, and alternative investments. Quantum Capital offers tax planning, financial planning and consulting to help clients keep more of what they earn.
Specifically his company:
– Helps company owners save on average $30,000 per year in taxes, help protect their assets from lawsuits and judgements and secure and maximize their retirement
– Specializes in allocating clients’ investments into low fee stock, bond and ETF portfolios. Quantum manages client’s long-term wealth in their IRAs, 401k, Defined Benefit Plans and other investments
– Helps small business set up 401ks and Defined Benefit plans to save 10s of thousands of dollars in taxes each year
– Assists with purchasing/evaluating Life Insurance policies
Previously Mr. Henek was Founder and President of Online Trading Academy, a premier school for teaching trading skills in the areas of Futures, Options, Stocks and Currencies. During his tenure at Online Trading Academy, Mr. Henek received hundreds of hours of professional trading education in addition to working with many top Chicago-area traders.
Prior to owning the trading school, Mr. Henek had a 12-year career in Corporate Education and Marketing with the Thomson Corporation (now Thomson Rueters) and a 8-year career with IBM in Technology Education. Mr. Henek holds a Masters degree and Bachelors degree from University of Illinois in Champaign, IL.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.