Overview

Planning based investment management. Thirty years in the business I’m looking to grow my practice and have more managed money and fee-based clients in my practice. I'm willing to acquire small practices where the advisor is looking to exit the business and I will have a good opportunity to keep their client base over the long term.

As an experienced registered investment advisor, I am very experienced in life insurance, advanced planning, disability and health insurance.

I am looking to find an existing profitable business that will compliment my current business and beliefs. Looking to expand my practice through taking over books of business from retiring advisors. Interested in books of managed money, health insurance, 401(k) and other qualified retirement plans.

My firm offers uncommon financial solutions, transforming areas of inefficiency into maximum productivity. We believe in being proactive and anticipating challenges and opportunities, as we have seen that common, reactive strategies do not work as well.

As an independent firm, , we make objective recommendations based on each client’s unique needs and individual situation.

Market
RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
660 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Variable Annuities

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