My team and I are looking to acquire a current book of business from an advisor looking to exit the business. We always aim to help our clients & prospects in whatever we can and are only looking to take over book where the selling advisor wants his clients treated like family.
We help our clients create Invincible Retirement plans by doing 4 "Pit-Stops":
1. Maximizing Income. (Social Security, Pension planning, RMD's, and guaranteed income for life.)
2. Mitigating Risk on Investments. Finding the appropriate model.
3. Minimizing taxes. We have great software to help our clients know when to do Roth Conversions, take income from the right sources, look at QCD's, Donor Advised Funds, and even Opportunity Zone funds.
4. Finally, we help our clients Multiply their Legacy. We utilize Survivorship Life Insurance, LTC/HHC, Estate Planning (involving attorneys), etc.

We have a ton to offer clients along with the desire to serve. If this sounds like a fit, please reach out to me. No book is too big.
Would prefer to NOT change IAR, but can for the right fit.

I had a 7/63 for many years. But we have only been doing AUM for 1 year.

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within 6 months
Listing Age
99 days old

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