Overview

I have a small but growing practice centered around financial planning. Insurance revenue is primarily related to estate planning work as part of comprehensive approach. In addition, I offer tax preparation through a separate firm I own. Some returns I do on my own and some I outsource during peak times. I am interested in either buying a practice or joining a firm with succession planning in mind. My goal is to increase my revenue base as quickly as possible. I am a CFP with 20 years in the industry but running my own practice for about 2.5 years. I am very experienced in working with clients on a different spectrum of wealth. From teaching financial education to the members of the armed forces to HNW families. Thanks!

Michael R.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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