Overview

Our firm is looking to add clients to its book of business through acquisition or merging of a complimentary practice. We have over 23 years of experience with a focus on retirement income, tax planning, and long-term care planning. The principal of our firm grew up in Malibu and has been in the area his whole life. Our money manager is bar none. It's a strange claim I know but, go ahead and call my bluff. We can't guarantee in this business (as you know) ... But I'll say this. If you have anyone who’s within 5 - 10 percent of his returns, I'll be shocked! We're open to one or two more acquisitions before we've achieved the size we'd like. We look forward to hearing from you.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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