Overview

I've been in practice for 12 years and have just undergone a significant change in my practice about 2 years ago. My business is primarily Medical professionals and business owners who have somewhat complex financial situations that we help them organize. We provide truly comprehensive advice. We get paid a flat fee for our services. We do not sell insurance products, or manage the money in house. However we could if the right scenario presented itself.

I would love to join / buy / merge my practice with a successful practice from an advisor who is looking to phase out over the next 5-10 years.

Last Activity
within 6 months

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