Fiduciary Advisor focusing on Retirement Planning.
One advisor office building out plans that revolve around 4 main pillars:
INCOME, TAX PLANNING, INVESTMENT PLANNING, SOCIAL SECURITY STRATEGIES.
At a premier location in Carmel, offering an experience instead of a simple service. Our clients
stay with us, we have a 95% retention rate year to year.
I have another 15 years minimum in the business, likely several more - and if I can add to my book
of business in a win-win opportunity with another local office (taking over or perhaps merging) - I certainly would consider it.