Overview

I have a fee based retirement income business with a concentration on helping clients with the distribution of retirement income to supplement their lifestyle during retirement. I use annuities with guaranteed income streams in about 35% of my practice. I manage each portfolio with a custom management style and my clients come to me specifically to do this. My practice is heavily dependent on the strong relationships I develop with my clients. I would like to buy practices from individuals seeking to retire or exit the business.

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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