Overview

We specialize in retirement planning. We love helping families create an income stream off of their investments to fund their retirement dreams. We also love helping business owners establish and fund retirement plans for their staff and work. We handle over 100 retirement plans and are knowledgable regarding 401k's, pensions plans, Defined benefit plans, Defined contribution plans, and can create complex strategies to maximize retirement funding limits. We have purchased 2 practices prior and know the upside and the pitfalls of practice acquisition and can help you mitigate that transition with our previous experience and current knowledge. We are growing and, at 49 years of age, have plenty of years left in the business to help others fulfill their retirement dreams.

We use in-house portfolios derived with the help of mutual fund monitoring software to make sure clients are properly diversified.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
137 days old

Business Data

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Clearing Firm / Custodian

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