Overview

We are a planning based firm focused on creating tax-managed retirements. Our target market is individuals and couples beginning to prepare for that final stretch before retirement. Our services include Social Security optimization, active tax management, financial planning, risk management, and portfolio management. Our portfolio management approach is indexed passive management with a trend following overlay. We custody assets at SEI, Orion, and NFS.
We are looking to grow through acquisition as well as organically.
Do you focus on investments? This is an opportunity to join us and add significant value through planning services. Whether you are looking to implement a succession soon or enter into an agreement where you work for several more years and then retire, we are willing to talk.
Our President has wide experience in broker dealer and RIA management as well as financial planning. We have significant financing resources.

Market
Advisor/RIA
Last Activity
within 2 months

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