Overview

Well-established comprehensive planning practice, looking to acquire retiring books of business primarily. If a merger was presented, we would be open to a conversation as well. We focus on comprehensive planning, including an even mix of insurance, annuities, and investments. We use a variety of technology tools to interact with our client base, working both on a face-to-face level, as well as virtually across the country. Our open architecture platform allows us to find the proper solution for all clients. We have successfully transitioned 7 retiring advisors over the course of our tenure, so are experienced in handling the client/advisor transition.

Last Activity
6 months or more

Business Data

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