Overview

My business is exclusively focused on retirement planning: helping individuals determine when retirement is affordable, and work is optional.

I hope to grow my business organically, and via acquisition. Currently, I have a heavy focus on worksite planning, and conduct approximately 30 appointments per week. I am also seeking an Advisor to add to my practice so that I can continue my current growth rate (50% year-over-year).

I plan to work another 15 years before retiring, so I am also seeking a long-term successor for my practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
May 5, 2019

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