I am currently converting my practice to 100% fee basis currently, by meeting with all my clients and converting them over the next two years.
I came into the practice in 1976, which was a property/casualty insurance agency owned at that time by my father. I became a Certified Financial Planner and Series 7 Representative, expanded into financial planning, and now my son and daughter are in my practice and are my succession plan. I am looking to expand through acquisition, and have no plans to retire over the next 20-25 years. Again, I am currently age 60 and very active.