Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months
Profile Age
342 days old
General
Location
Maumee, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
1,200
Avg Client Age
65
Overview

Why sell your business for a small multiplier when we can provide your family income for life. Our Succession Plan protects you and your family from death, disablity, and gives you retirement income for life. Keep that small family feel with a national backing. We are a local financial planning firm with a focus on helping people close to or in retirement time with comprehensive planning. We built out a 21,000 square foot complex in Maumee as one location to help local retirees with investments, taxes, insurances and position our firm as a client's personal chief financial officer. We are also an owner in a national broker dealer, RIA, and FMO. If you are 10 years or less from retirement and want to protect what you have spent a lifetime building, let's have a confidential conversion about teaming up.

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