Overview

I have nearly 20 years of experience working with clients to educate both pre-retirees and retirees on retirement income planning (including Social Security maximization), tax planning, health care planning (including life insurance and long-term care insurance), and legacy planning. My firm has grown significantly over the last 5 years and will continue to grow through the various marketing channels we use, such as seminars (both educational and dinner events), webinars, social media, and key centers of influence. Our staff of 6 is comprised of 3 IAR's and 3 support staff. We are planning to add 2-3 more team members this year and are looking to grow our client base by acquiring or merging with other like minded IAR's. We have a consistent stream of qualified prospects from our marketing channels and a planning process that can easily be plugged into. The right fit for our team is an advisor/firm that would like to have a plug and play system that offers its clients access to the best unbiased advice and access to top products in the investment and insurance arena with the main goal of serving the community and helping people feel confident and successful in retirement.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
406 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...