CFP® professional looking to build through acquisitions or succession for retiring advisor. Looking for practices to purchase or for retiring advisor who desires a successor for their clients. Financial planning based approach with an emphasis on budgeting, cash flow, savings and a belief that educated financial decision making is key to success. Our goal is to be a partner with our clients to empower them to make informed financial decisions. Experience in all product lines but the majority of recommendations involve mutual funds, managed accounts, and fee-based planning work.