$80MM AUM | $600,000 GDC in Evansville, IN
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We are a planning based Retirement Income solutions firm. We focus on risk management to create sustainable income strategies through asset management, hedging, and/or alternative fixed income sources such as alternative investments, insurance, or annuities.
We are seeking to acquire practices that want high touch client service and unbiased advice. It can be a long transition or short, in the end we want to make sure the clients are happy.