Overview

I operate a full service asset management and financial planning practice. Our services include investment management of any type, financial plans, life, long term care, and disability insurances as well as property and casualty insurance and mortgage loan origination. We work with a network of professionals in tax preparation, legal fields, health care, and payroll services to ensure that our clients are given a holistic approach to their financial goals. We are completely independent and work as a hybrid RIA firm under our broker dealer's RIA. This gives us the flexibility to work with each client in the manner they desire.

My intention with Succession Link is to acquire firms now in the event that we are the right fit for your succession planning. I am also very open to establishing relationships for the future and assisting people with merging into our firm with the goal of creating a succession plan for years down the road.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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