Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Phoenix, AZ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,500,000.00
Gross Revenue
$50,000.00
# of Accounts
60
Avg Client Age
50
Overview

I am looking to expand my business. I specialize in working with people who are near or in their retirement years. I believe in protecting the basic needs of my clients in retirement through guaranteed sources of income. I also believe in protection against perils that can destroy or disrupt a plan. Therefore, I believe in insurance as a method of providing the income and the protection.

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