$25MM AUM | $500,000 GDC in Barrington, IL
Member is Interested In:
We are a retiree and pre-retiree focused business. Our goal is to transition clients from the working accumulation years to the preservation and income years. We have offices in south Florida and northern Illinois. I am looking for advisors in the northern Illinois area who want to sell their book of fee based business. I would prefer smaller to medium sized books of business, 5-25 million, that I can merge into my practice.