I am an independent FA and IAR that works with a 40 year independent financial planning firm founded in 1979 with the goal of assisting our clients in every aspect of their financial lives, from life insurance and retirement planning to estate and tax planning/preparation, and has earned a reputation of excellence in our industry. For each of our clients we strive to help create the financial stability and security to provide financial independence.
I am looking for opportunities to help advisors develop a succession plan where they feel confident that their clients will be taken care of in the future. I work with a full service firm that has several associates that include Certified Financial Planners and Certified Public Accountants. We also work closely with several attorneys to held develop a full financial plan.
If you are interested in having your clients cared for in the future or if you are interested in a merge opportunity please contact us.