Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Kansas City, MO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$100,000.00
# of Accounts
400
Avg Client Age
50
Overview

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.

Thank You,
Jon Hart, CLTC
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