We are two comprehensive advisors running silo practices that want to synergize our efforts through acquisition. We offer planning, money management, business consulting, insurance and proprietary SMA solutions. We are supported by a licensed junior advisor and seasoned executive assistant. Our turn-key system can be replicated to deliver an extraordinary experience for your clients. Please reach out to Rodger ___-___-____ or John ___-___-____ for more information - mention Succession Link.