We work with business owners to provide financial services to them, their family, and their employees. We are a Full Service Benefits, Investments, and Insurance Firm looking to grow. We would like to acquire or merge with a like minded firm. We are an elite retirement plan practice also looking to acquire plans from advisers who want to exit that part of the business.
We have a great client onboarding process, and service model, this is especially important when looking at a firm to acquire your business, as the ability to effectively onboard the clients and maintain the relationships is key to you getting the highest value for the seller. We have done it, and have references that can back it up.
We are always looking for highly motivated people to join our growing team!
We offer full service financial planning
Life/IDI/LTC insurance solutions
401(k)/DB/Cash Balance plan design, implementation, investment, communication and administration
Group employee benefits
We help people Live Well and Retire Comfortably.