My practice focuses on Estate and Financial Planning in cooperation with clients' CPA, attorney, book-keepers, etc. to build comprehensive and effective solutions to protect the assets and legacy of the families we work with.
For asset management, we employ a risk based allocation methodology to best address the anomalies associated with the low interest rate environment.
I also have a corporate retirement plan consulting business.
I hope to find advisors seeking to retire from the business with a buy out that encourages and rewards success of both parties involved.