Overview

I am interested in buying other practices or doing a continuation merger. I can also help someone who wants to retire convert their practice to advisory business and then buy their practice at a higher value. I have office space available. I focus on financial planning for a fee and then implementing the products that are required. I do mostly fee based investments that is split between advisor managed and third party managed. My passion leans more towards the planning side because I feel I can help people be more efficient with financial decisions and products.

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within 6 months

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