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.