$150MM AUM | $1.5MM Rev in
Our main business operations are located in Central WI. Looking to expand by acquiring additional practices that are like minded. We are open to helping captive advisors transition to the independent space. We are also interested in serving as a succession plan for advisors looking to retire. We are also interested in expanding into the Southern Florida area. We are a combination of 3 firms: RIA, insurance and tax firms. We offer holistic and comprehensive retirement planning services. We have built a tremendously successful business model over many years of experience as we are a 4th generation family business with roots dating back to 1939. Our client retention is excellent due to our focus on service and ongoing communication.