Overview

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.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 6 months
Listing Age
99 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...