I'm interested in buying, succession or merging financial firms. We focus on serving the holistic client financial needs through integrated insurance and investments planning. Life, Health, DI, DOE, LTC, Annuities, Group Plans, Qualified & Non Qualified plans, IRA, ROTH, MF's, Capital Management/Distribution, Business Valuation, Business Succession, Financial planning & Education. We are sensitive to your relationships with your clients & would work with you to make a simple transition. If it is starting from the beginning with a prospect, to making them a client to managing existing/inherited client assets we put their interests first & work from inside out comprehensively for their benefit.
Jon Hart, CLTC