Overview

We are primarily a fee-based, comprehensive planning team that marries investments and insurance. One partner passed the CFP exam in November, with other certifications to follow. We are looking to grow by acquisition as well as continued organic growth. Our practice is young and looking to provide older professionals with a succession and continuity plan.

Market
Advisor/RIA
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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