We have a growing practice that is looking to partner with local advisors who are nearing or ready to transition now or in the future to retirement. We offer competitive packages for purchasing practices and class A office space for those looking for a longer term succession plan with competitive payouts. We offer both FINRA and RIA affiliation options.
With over 25 years of experience, and our trademarked Retirement Blueprint™, we offer comprehensive financial planning, estate planning, elder law planning, tax planning and wealth management. We accomplish this all in house by partnering with experts in each of these areas. Please check out our website for more insight into what we are all about.