Overview

Growing my business through marketing and tax preparation. I pride myself on great service and focus on managed money, indexed annuities, and some alternatives to provide diversification. Systems and technology make my practice scalable to add a large book without losing touch with clients. Also looking to assist advisors transitioning into retirement.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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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CRM Systems

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