BUSINESS: Full comprehensive financial planning firm of husband/wife owners and four total advisors in office. Combined total experience over 80 years. With focus on 15 years pre & post retirees thru the accumulation and distribution phases. Emphasis on diversification using neutral correlated assets by utilizing a combination of traded, non-traded and insurance products. We are prepared for DOL and looking forward to the opportunities.
GOAL: To grow the business total AUM to $80MM through the combination of acquiring existing businesses from advisors wishing to retire due to age or unwilling to comply to new DOL rules.