Overview

Our practice is primarily fee based financial planning. Holistic financial planning including cash management, budgeting, insurance review, all based on assets under management fees to cover all services. We disclose when receiving commissions from any product. We do not believe in 100% fee based or fee only planning. We are interested in finding an advisor that would like to sell their existing book by coming over to our broker-dealer and working here for a specified time in order to help merge the clients into our system. The advisor would work as a team member and then retire from our team with a payout that could cover the advisor as well as his/her family.

Last Activity
6 months or more

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