I focus on providing financial planning and asset management services to people near or entering retirement. I started my practice 14 years ago and operate as a sole proprietor with one part time assistant. I manage client assets myself using conventional portfolios comprised of index and actively managed mutual funds. In addition to the managed money, I have a retirement plan book of business with about $20 million in asset that is funded with a proprietary annuity product from a single carrier. The annuity book pays a very small trail, but it provides ongoing opportunity for new managed assets and planning work. I am interested in finding a long term successor, or possibly merging my practice with a larger practice or group.