Senior member of a 200 advisory boutique firm.
Successful retirement plan division that effectively cross sells high level planning to business owners.
clients are business owners of firms with $10-$150 million in revenue.
Looking to buy / merge with a retirement plan division to work with the business owners on higher level tax planning, and maintain retirement plan.
willing to mentor advisor on how to swim higher.
use of 'out of the box' planning, and industry strategies allow for high level planning.