We are a Firm with three Advisors. We also house Strategic Partners in our office.
Our Firm has recently transitioned an outside Advisors clientele who passed suddenly.
The retention was 90-95% vs. an industry average of 60%.
Our focus and process has been extremely successful especially for the heirs and their financial security.
We have also transitioned other clientele with the same retention rate.
If you are approaching retirement and desire a smooth transition please contact us.