Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
664 days old
General
Location
Lisle, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$800,000.00
# of Accounts
350
Avg Client Age
60
Overview

My partner and I are CFP's with a holistic financial planning practice that focuses on developing a plan first and then implementing that custom plan. Our financial planning process covers all facets of one's financial life including investments, taxes, estate planning, insurance, social security, medicare, etc. We are looking to add a book of business to our practice to continue helping families in the local area.

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