Overview

This is a Financial Planning practice that is organically growing at a rapid rate. We have built an exceptional team this is interested in purchasing practices from retiring or transitioning advisors within Southwest Florida or Central Illinois. We are experienced in completing transition plans from external companies to our current platform, and we may also desire to retain key employees that want to transition with your practice. If you are interested in creating the best outcome for your clients while you scale back towards retirement, while also being fairly compensated for the business you've built over the course of your career, we should be talking.

Last Activity
6 months or more

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