Overview

I HAVE ESTABLISHED A SOLID FEE BASED FINANCIAL PRACTICE OVER THE PAST 20 YEARS WITH A FOCUS ON INVESTMENTS, LIFE INSURANCE AND MEDICARE / HEALTH INSURANCE. WE ALSO OFFER TAX PLANNING AND CHARITABLE GIFT STRATEGIES.
SEEKING TO PURCHASE, ACQUIRE OR MERGE FOR PARTIAL OWNERSHIP OF ADDITIONAL PRACTICES TO IMPLEMENT OUR SERVICE PACKAGE. WILLING TO WORK WITH EXISTING STAFF AND EXITING ADVISORS FOR PROPER AND "BEST INTEREST TO THE CLIENT TRANSITION" IN OTHER WORDS IF YOU ARE NOT WILLING TO FULLY RETIRE, THAT IS OK. iF YOU WANT CERTAIN STAFF TAKEN CARE OF LET'S FIND A PATH THAT WORKS FOR ALL.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,200 days old

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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CRM Systems

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