Overview

Holistic Financial planning. 65% mutual funds. 15% variable annuities, a variety of securities and alternative investment vehicles REIT's BDC's.

I am wanting to work with one or more people that are willing to start with a small buy-in, and over a period of 5-7 years will take over the business. I have 40 years of experience in the industry and multiple degrees. I'm looking for people with some experience, yet the majority of their careers are still ahead of them. I am willing to train, mentor and help them to purchase the business through work and deferred compensation.

I have promised my clients that I would NOT simply sell their business to a stranger and then leave. I promised my clients that we'd take care of them for decades, and I want to fulfill that promise.

Last Activity
6 months or more

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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Technology Solutions

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Resources
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