Overview

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.

Last Activity
within 6 months

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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Technology Solutions

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CRM Systems

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