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.