I am a CFP® who takes a holistic approach to planning. I am also an Enrolled Agent, and tax return preparation is a part of this approach.
My primary focus, asset-wise, is asset management. I also have my series 6 and 7 licenses, along with the ability to provide annuities where I see fit. Finally, I handle life/disability/LTC/etc. insurance as well.
I am looking to grow my business through acquisition, and I am open to the idea of a merger, if the situation was right and there was a good personality match.