Overview

We are a fee-based advisory firm using a combination of proprietary allocation models, variable annuities, and other investment products determined by comprehensive planning to help our clients confidently navigate to, through, and beyond retirement. We are looking to acquire a similar practice, either someone looking for a succession plan or an advisor wanting to affiliate with an independent firm.

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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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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