Overview

I have a balanced practice between asset management and insurance products. We take a planning first approach focusing on income distribution modeling in retirement, which dictates product appropriateness.

My hope on this site is to find a practice(s) that would be a good acquisition to grow the AUM side of my practice.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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