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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...