Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$500,000.00
# of Accounts
200
Avg Client Age
60
Overview

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.

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