$200MM AUM | $600,000 GDC in Charlotte, NC
Member is Interested In:
I focus on the group retirement business (403(b), 457, 401(k)) but over the last 7 years I have been doing a lot of retail (VA's, (qualified and Non-qualified) IRA.s, Mutual Funds, 529 Plans BDC's, Non Traded Reits and other alternatives. I am a CFP with a Series 6,7,63 and 65. I am looking to expand my business in all areas. I would like to find businesses where the planner wants to get out or retire and be paid for their practice over a period of time using the cash flow coming in the door such as half the cash flow for 5 years. This lowers my risk and allows them to exit the business with a vested interest in seeing that the transition do well. I would prefer the business be in the Charlotte or surrounding area as I am located in Charlotte. My group business is spread out over NC, SC, VA, GA.