Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
603 days old
General
Location
South Jordan, UT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$90,000.00
# of Accounts
50
Avg Client Age
67
Overview

Provide concierge-level Comprehensive Financial Planning & Coaching. Financial Planning engagement covers review of Cash Mgmt, Tax Planning, Income Planning, Risk Mgmt (Risk tolerance, P&C coverage), and Review of Estate plan, Insurance, Investments & Retirement Planning. Coaching involves plan utillizing Money Guide Pro reports, written plan with To Be Performed checklist & followup meetings for Coaching Through to completion. Coaching Through involves not just a MGP report, but also written plan & numerous meetings to aid in completion of proposed plan with referrals to, and coordination with estate planning attorneys, CPA's, P&C agents, etc.

Looking to merge/acquire practices to build practice. Experience includes radio show, 2 terms as President of Financial Planning Assoc, Utah Chapter. Also responsible for UT legislation regarding Creditor Provision for Living Trusts, Changes to UT POA laws, Coordination of POA w/Living Trust.

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