Overview

I am interested in acquiring or joining a practice to expand our fee only firm. We are a partnership of 5 professionals in a fee-only practice. We are planning focused and manage money in-house. One of our partners is also an estate planning attorney and one a tax planning specialist. We are all CFP(r)'s and are a family focused firm. Many of our clients are family!

Last Activity
6 months or more

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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Resources
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