Overview

I am leaving a large Texas RIA to start my own firm in Alabama. I focus on comprehensive financial planning as a fee-only fiduciary, using DFA funds. I'm interested in helping other RIA owners retire and transition their book to mine over a reasonable timeline at a fair price, likely paid out over multiple years to smooth your tax brackets. Debt strategies, retirement planning, tax planning, estate planning, education planning, investments, financial literacy, budgeting, etc for a monthly fee.

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