Overview

We are a Retirement Planning firm that works with people close to or in retirement. Our goal is to help build a plan to prepare them for their retirement journey.
We hope to be able to find opportunities to buy or transition practices that we can fold into our systems. We are independent RIA, but are backed by our money manager, Global Financial Private Capital, which is a $6 Billion firm. Making a purchase or merger of your practice a much smoother process.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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