$5MM AUM | $200,000 GDC in Hinsdale, IL

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
Listing Age
63 days old
General
Listing Type
Merge
Location
Hinsdale, IL, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
500
Avg Client Age
55
Overview

I am a bone deep life insurance specialist looking to partner with a CPA firm or an investment advisor who actually would like to do integrated financial planning. If a CPA firm were to join our broker dealer, 100% of fees on insurance and investments can be shared in a compliant manner. We have excellent tools to save our clients millions of dollars and protect millions of dollars of assets. “While other firms provide Asset Management and their boilerplate approaches described in a beautiful brochure, we dig deep to deliver a written financial plan tailored to your comprehensive financial goals. We use a proven system, The Living Balance Sheet®, to analyze the details money managers and CPAs often overlook: Risk Protection and Tax Planning to name two. Your personalized model considers your total financial picture and systematically integrates every aspect of your financial life: from Protection Strategy and Portfolio Management, to optimized Tax Planning. Whatever your current situation, you’ll gain a straight forward easy-to-follow written financial plan that nurtures cash flow immediately and throughout your retirement.”

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...