Overview

We are a boutique RIA that although sometimes works with middle aged clients, mostly are creating written retirement income plans for near retirees and retirees. We follow a 3 step process to create our client families' retirement income plans. We utilize FIAs for bond replacement inside the portfolio to provide stable income, and avoid interest rate risk. We have our own investment models incorporating ETFs primarily and use several different money managers, that primarily purchase individual stocks for our client portfolios. We rarely have a client family leave our firm. We would like to expand and grow, and feel acquiring another firm with similar goals and book of business would be mutually advantageous for both parties.

Last Activity
6 months or more

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