$75MM AUM | $750,000 GDC in Lafayette, LA
Member is Interested In:
Leze le bon ton roulet. That's right let the good times roll. You must be interested in either transitioning your practice so that you can retire or setting up a succession. I work with advisers wanting to exit the business. I have been through two prior transitions before which were very successful. I know how to structure them so that you are able to exit the business successfully and giving you piece of mind knowing your clients will be in good hands.
I have been in the business for 10 years. My business is referral driven. I have been able to help numerous clients set their retirement goals up for long term success. This success will translates into a successful transition for you as you exit the financial industry. I will make you an offer that you will not want to refuse.
I would love to talk more with you on having a fit meeting to see if your clients will be a good fit for my practice.