We help our clients clarify their vision for the future by helping them plan for today and for the future. We help clients: harmonize work & life, create financial comfort, help & protect their families, and build a legacy.
We have a thorough new client discovery meeting where we review life and financial goals. We then present a financial plan which we think gives the clients the best chance to reach their goals.
I have successfully purchased two practices and integrated them with very little client loss.
I am looking to purchase a practice that has similar type clients and goals.