$1MM AUM | $10,000 GDC in Indianapolis, IN
Member is Interested In:
I am a 28 year old CFP slowly growing my dream career on the side as I work full-time outside of the industry. I work primarily virtually with the ability to host face to face meetings at a work space or a rented space. Main focus is financial planning through a fee, but will use my insurance license to provide insurance products if necessary. I hold my 7 and 66 as well. Looking to mainly buy a small fee-based/only practice, but am always open to discuss other ventures.