$12MM AUM | $85,000 GDC in White Bear Lake, MN

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
White Bear Lake, MN, US
Fee 0% Commission 100%
Gross Revenue
$85,000
# of Accounts
70
Avg Client Age
57
Overview

I love the "freeing" nature of the impact of our work on client's lives. I am CFP practitioner focused on changing the conversation with clients thru Financial Life Planning and Retirement Coaching for families and business owners. Financial Life Planning isn't just a buzzword. It is an intentional process to engage clients on an entirely different level producing outcome based results specific to their lives. I am interested in buying a practice, eventually setting up an RIA (hybrid maybe), or possibly joining a practice as part of a near-term succession plan. I'm open to flexible terms with the right potential seller/partner.

Extended Profile Information

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