Overview

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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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