Overview

Nationally recognized, independent and a long-time local presence.Financial Planning. Heavy into Retirement pre and post planning, estate and business planning. Firm stared in early 70's. Managed total assets over 450 M and employs 15 people.
We would like to expand our firm through adding existing practices or existing planners within 300 miles of our primary location. We would also consider the acquisition of firms outside of our primary region.
We are well suited to consider the addition of both financial planning and insurance based firms. Firms focus has been the development of cutting edge retirement planning. .
For advisors considering eventually selling ( but presently still enjoy working) we will work with you on your timetable and help you accomplish the ideal result for you, your firm and your family.
For advisors interested in growing their client base, we have proven firm sponsered marketing systems that can help you grow faster.
Our belief is that the majority of financial professionals reach retirement without a method of recovering the firms real value. Recently, we watched an advisor with a multi-million dollar practice pass of an unexpected event. His firm could have been worth millions but without transition the value disappeared.
If you are a financial professional or insurance professional looking forward to retiring, consider a serious conversation.
If you are an advisor who is frustrated by limitations placed on you by your present firm, broker dealer, or other factors, consider a conversation. Few advisors fail because they do not like the business; many fail because they do not have an effective marketing system. A firm like ours can help you grow.

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