Overview

Through the implementation of technology and development of staff, we now have the capacity to extend our high level of financial expertise and service to additional clients. For this purpose, we are looking to acquire another book of business. We have flexibility with the purchase details, but ideally, would like to identify and purchase a book within the next 6 months to 1 year.

We are a financial planning and asset management firm with a majority of our revenue generated from investment advisory accounts. We do offer annuities, life insurance, 529 Plans, etc. on an as needed basis to support the varying demands of each of our clients. We individually tailor investment allocations using a mix of ETFs, equities and bonds according to market conditions.

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