$26MM AUM | $225,000 GDC in
I run a fee-based only practice servicing NW Tucson, particularly affluent areas of Marana including Dove Mountain, Tangerine Rd., and the Silverbell/Cortaro corridor as
well as our clients all over the country. 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.