$33MM AUM | $260,000 GDC in
We run a thriving fee-based only practice servicing the Greater Tucson and Metro Phoenix area as well as clients from all over the country. This past year, we opened our 2nd location in Colorado Springs, Colorado as we look to continue to expand our footprint. We specialize in financial planning services, retirement, wealth management which is 100% fee-based. Our life insurance, annuities, and long term care business is commissionable. We also have a great third party team to assist with any estate documents and tax strategies for our clients. Our average client is near or in retirement but we have close relationships with their beneficiaries to ensure continuity for the practice for years to come. If you are considering selling your practice, looking for a successor, or are wanting to merge with a strong outfit looking to grow substantially, please don't hesitate to reach out to us.