Overview

Independent - Holistic Planning with a focus on Income Planning is our focus. 4 member team with one producer/advisor.. looking to add advisor to help with number of clients. Also, seriously looking at my exit plan as I plan to sell or merge in the next couple of years, while remaining on for another 4-6 years. We also have a separate Tax Planning and Tax Prep Firm in the suite next door- 100% owned by RIA firm. We often times lead with Tax planning. Open to many conversations and opportunities to prepare for merger or exit in near term.

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