Overview

I want to buy a practice that has a considerable percentage of fee based business. I would like the buyer to remain for 12 to 24 months to ensure the retention of clients.

I help business owners create an exit plan that maximizes the value of the business at the time of exit, minimizes taxes and seeks to ensure they are able to accomplish their personal and financial goals.

How I help business owners:

- Investment Consulting
- Tax Planning
- Wealth Transfer
- Asset Protection
- Charitable Giving
- Exit Planning

I utilize a SMA's to manage client's assets. I have fee based practice.

I've earned the Certified Financial Planner™, Certified Exit Planning Advisor and Chartered Life Underwriter designations. I hold Series 7, 66 and life insurance licenses.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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