Overview

I have a very conservative approach to my financial planning practice. I have a presence in the 403(b)/457 marketplace. I have a small tax practice. The majority of my clients are either retired or nearing retirement. I do not professionally prefer a specific approach to my planning. I first assess the needs of my clients and then structure the financial plan around them. I am interested in acquiring an additional practice. I would consider an affiliation but acquisition remains my priority.

Market
Advisor/RIA
Last Activity
within 6 months

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