I am a CFP® with 23 years of experience. I have a balanced practice between Wealth management, Financial plan, Retirement plans, Mutual Funds and Risk management. I have decided to transition back into an independent model to focus on building an advisor team that will focus on building and serving clients. I am open to talking to transitioning advisors of all assets who might be retiring or leaving the industry. I am also open to talking to advisors that might be interested in joining our team.