Overview

We are primarily seeking

1) a like minded financial advisor that is or seeks to be a CFP/CHFC that wants a better fit & more leads and marketing support, or,

2) an advisor looking to transition out of the business and is seeking a high integrity buyer, ideally with $10mm-$50mm AUM.

Our firm is primarily AUM & offers all products for financial planning. We are objective, product agnostic, comprehensive, open architecture, aligned with strategic experts such as CPA's & attorneys, providing high-integrity high-value planning services to retirees & people preparing for retirement. We offer you investment and planning flexibility, you can manage money the way you want or you can use a variety of models and investment providers on our platform. We also are charitable, as the firm gives a minimum 10% of all profits back to charity.

We have a turnkey lead generation, presentation and financial planning process. We can get you, the advisor, in front of as many qualified leads with over $500k in investable assets as you can manage, at least 10 a month if you want & show you can handle it.

In Summary, we offer:
-Independence
-Comprehensive & open architecture
-Proven processes that clients want
-Plentiful Qualified leads
-High payouts
-Cost sharing
-Brand identity prospects respond to
-Marketing presence
-Mentorship available
-Remote working
-Satellite office capabilities
-Leading software and technologys

Me: I'm a CFP, MBA, CFS, CTS, alternative investing certified and social security/medicare certified. I'm a Christian comprehensive financial planner with 17 years financial services experience, having consulted over $1b in wealth in that time. We have a presence on youtube, social media, and in our local communities.

Please contact us if you'd like to discuss further.

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