$55MM AUM | $515,000 GDC in
we are a young and growing firm looking to expand. our current client basis is mostly made up of 55-65 year olds. we also work with young professionals. we are looking to purchase an existing financial planning company. would not be opposed if seller would like to remain a part of company and work with a hand full of clients. we are mostly fee based but have a very good understanding of annuities with guarantees.