Overview

Retirement Income Planning Specialist with the following credentials-CFP®, CRPC®, RICP®. Work with single, married, divorces and widowed baby boomers who are transitioning into retirement. My practice is a holistic advice based practice covering all facets of retirement from pensions/social security/medicare through longevity risk/wealth transfer/tax efficiency. Also own a full service P & C agency. Looking to purchase an existing book of business or merge with a like minded advisor who would like to grow and develop a successful practice.

Market
Advisor/RIA
Last Activity
within 2 months

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