$25MM AUM | $175,000 GDC in Chattanooga, TN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Chattanooga, TN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$175,000.00
# of Accounts
250
Avg Client Age
50
Overview

Since beginning his career in 1998, Sean has focused his efforts on determining the needs and desires of his clients, recommending client based solutions. He has surrounded himself with a team of professionals that all specialize in different disciplines of financial planning. This niche allows clients to customize their preparations for the future. Sean is known for his creative ideas and focuses on an efficient process that involves all areas of planning to help clients achieve their personal financial goals and dreams.
Sean and his team provide services that include the following:
1. Comprehensive Fee Based Financial Plans
2. Risk Management Strategies for life insurance, annuities, disability income insurance, and long-term care insurance
3. Investment Wealth Management
4. Tax Minimization Strategies
5. Retirement plans and Distribution Strategies
6. Business Planning
7. Employee Benefits*
Being able to purchase a book of business.

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