Overview

Looking to acquire or merge a practice where the values and goals of the firm are aligned with ours. Preferably the firm is based in Colorado as we are.

Our firm works in all areas of planning to include: Business planning- 401K, Cash Balance Pension Plans, Buy-Sell Insurance Planning, Purchases and Sales of Businesses, Employee Benefits- Health , Life , Disability , LTC .

Additionally we provide individual financial plans with accompanying asset management and insurance planning as needed for our clients.

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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