I am 48 years old and I have 20+ years of experience as an independent advisor with my CFP, ChFC, RICP designations.

Helping people is my passion. Each client is my responsibility, I honestly don't understand how any any advisor isn't always acting as a fiduciary with every client. Isn't that what we do?

It doesn't happen all the time, but every so often I get a chance to make a real difference in a client's life. There isn't a better feeling in life, to me anyway.

My specialty is helping retirees with their Retirement Income planning, specifically turning lump sum assets into reliable income streams with exceptional ROR.

I would really like to find an advisor whos life's work has been taking excellent care of their clients and their families. Building long-term trusting relationships through honesty and integrity and always keeping their client's best interest at heart.

If ensuring your clients are continuing to be taken care of is a priority to your retirement, we may be a good fit. At the very least worth a conversation.

I'm also interested in helping an advisor who is looking to cut back on clients and workload. Perhaps selling the bottom 80% of their book to focus on the top 20%. Or any type of owner-assisted transition into retirement.

Also interested in merging with other advisors to create a team. But Not into joining any big outfit where I lose the ability to think for myself.

Idaho relocation is an option.

I also just finished up the purchase of a small book of fee-based clients.

IDAHO is a Serious consideration for relocating my life and business, including a practice purchase from a (less than 5 yrs) soon-to-be retiring advisor.

Member Level
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions


CRM Systems