Overview

We are small producing TPA that specializes in qualified plans, business owner planning and employee benefits.
We use Schwab Institutional, Lincoln, John Hancock and Trust Company of America as platforms.

We are searching for other advisors that enjoy and have extensive experience in qualified plans and want to pursue working with business and practice owners. We are very focused and specialized. A general wealth or investment focus is not a good fit. If there is a fit, we would entertain partnering up or transitioning in an advisor.

Gary
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within 2 months

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