Overview

We are a process led firm transitioning to a majority fee based model. The majority or new business brought on in the past few years has been fee-based.

We complete comprehensive retirement and cash flow analysis prior to any solutions to assure the best fit for the client.

We are a growing firm with capacity to absorb existing practices and provide high levels of service and attention. My practice has approximately 3900 accounts, covering 2000 with 161 households designated as "client" house holds.

Many of the households only request 15 minute, annual meetings in person or over the phone, which is completed by myself or my partners. We also provide group education on subjects ranging from estate planning, income tax planning, investment basics to Social Security maximization.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...