Overview

Ideally, I am looking for an opportunity to grow through succession planning with the right practice and clients and also very interested in buying / merging with a Retirement Plan (401K) Practice. We are hybrid registered advisors through our broker dealer and prefer the wealth management fee base model. With that said we believe in taking a holistic approach to wealth management and will continue keeping and maintaining our insurance licenses so that we can best serve our client’s needs. In addition to money management we will continue to use client life and annuity products when appropriate for client. My OSJ is a CFP and we also provide comprehensive financial planning to our clients. We look forward to having a conversation about your succession planning needs and seeing if there is a mutual interest!

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within 6 months

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