$60MM AUM | $500,000 GDC in San Antonio, TX
Member is Interested In:
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.