Overview

We specialize in helping entrepreneurs plan for retirement and generally work with individuals over age 50 who have at least $750,000 in investable assets. We help them answer questions such as do I have enough assets to retire, how do I optimize college financial aid, when should I start Social Security, and how do I minimize taxes? I've been in the industry for almost 20 years and believe that the true value of financial planning is to help individuals live their ideal life through smarter financial decisions.

We're looking to establish a succession plan and possibly merge with or buy another practice looking for its own succession plan.


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