Overview

I have been in business for over 20 years and am looking to partner with someone that is looking to retire with intent on making sure their clients are in good hands. I work with local estate planning attorneys on protecting and passing their assets in tact to their heirs and continuing their life plan.
I work with retirees on not outliving their retirement assets so that they may live a comfortable life in retirement.


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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CRM Systems

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Resources
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