Overview

I've been in financial planning /investment advising for over 27 years and i'm still young and have another 20 years to go. i'm very creative in succession planning and have bought out 3 older practices with no issues or losses. The previous owners are still friends and clients, so i think that speaks for itself. if you are thinking to retire and wonder what to do or how it can be setup - Contact Me and lets have a coffee and discuss. Don't let your practice suffer and shrink because you don't have a plan!!
Your clients and friends who are clients will thank you for taking care of them.

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