Overview

We are a retirement planning company growing through our own evergreen marketing system. We also have a appetite to merge/purchase/partner with one or two smaller firms looking for better opportunities and/or an exit strategy. Our marketing strategies can/will help you grow significantly. We have a system to bring in new clients and also a way to service them well and keep retention very high (98%+).

We love it because we do a great job for your clients (doing the right thing.....Planning if Paramount) while we have an energetic, enthusiastic and excited team (we love to ___ you don't grow, you die.)

And we have a lot of fun doing it.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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