I operate a goals based financial planning and investment management model. I work with families and business owners to create a comprehensive financial plan as a basis for making investment and financial goal decisions in the accumulation, retirement planning, risk management, business planning, taxation and estate planning phases of their lives.
I am looking to grow through practice acquisition. Additionally I am interested in the succession of an advisor practice (the right practice) in the form of a purchase. I would consider merge if the fit was right.
My practice philosophy is a client centered one with full transparency. Looking for the same.