Overview

Specialize in retirement planning: accumulation, income withdrawal, estate/legacy, social security planning. I hold a life/annuity, Property/casualty, Series 6 & 63 and IAR licenses. Designations: LUTCF
My current book is increasing fee-based clients along with commissions/trails to increase consistency of future income. Would like to learn about ways to buy a practice to increase client base, income base now and future succession for my own retirement.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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