$400MM AUM | $4MM GDC in Alexandria, VA
Member is Interested In:
We are a retirement planning company growing through our own aggressive evergreen marketing system. We also have a big appetite to merge/purchase/partner with smaller firms looking for better opportunities and/or an exit strategy. Our marketing strategies can/will help any firm grown significantly. We have a system to bring in new clients and also a way to service them well and keep retention very high (97%+).
And we (me and my entire team) are having a fun time doing it.