Overview

I started from scratch after 17 years in this business, in March 2016. We focus 100% on Retirement Income and Asset Protection planning. We help our clients in several ways, but it starts with showing them how much risk they are actually taking and educating them on how to manage the drawdown/volatility exposure their current portfolio is exposed to. I am looking to purchase a book of business from a professional who is exiting this industry. I do NOT care about total number of households. In fact, I'd prefer a number less than 100 households. I don't believe there's enough time in the day to properly commit the attention needed to maximize effectiveness, once you exceed 125-150 ___

I'm NOT interest in changing RIA's.

Last Activity
6 months or more

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