Overview

We are a firm who's client consists of a broad spectrum of industries including Group Retirement Plans, Non-Profit Organizations, 403b/457 Educators both in K-12 and Higher Ed markets and High Net Worth clients. We are looking to continue our growth organically but also grow through the purchase of other advisor practices or through a Succession Plan that we offer. A retiring Advisor can get up to 75% of their revenue for 20 years through our Succession Plan Offering.

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