We are looking to expand our book both internally through our own clients, as well as externally though the acquisition of another business that has similar ideals and values. As a brother and sister team, we work with individuals who are looking for holistic planning. That said, we believe a financial plan is necessary and should reflect your personal or business situation accordingly. We start every engagement with a financial plan, so that the client is aware of their current situation and future projection. We are dedicated to ensuring that every client feels informed, empowered and comfortable with their financial future.
We have additional office space if an advisor is looking to share office space, etc. during the duration leading up to his or her retirement.