Overview

We focus on financial planning and fee-based asset management. Almost all clients come from CPA referrals or as inbound inquiries resulting from articles I've written or marketing efforts.

Looking to merge to allow me to focus more on CIO-type role and leverage the scale of a larger combined entity.

Last Activity
today

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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CRM Systems

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Resources
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