$20MM AUM | $175,000 GDC in Lombard, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Lombard, IL, US
Fee 0% Commission 100%
Gross Revenue
$175,000
# of Accounts
150,000
Avg Client Age
45
Overview

As a comprehensive Financial Planner, I work educate individuals and small businesses as to the best ways of accomplishing their goals and objectives. As a CFP and an Enrolled Agent, I provide guidance beginning with cash management budgeting and cash flow through estate and transition planning. I tailor each financial plan to the individual audience and provide unbiased implementation for each recommendation or strategy.

What I would like to accomplish by using this site is to find similar minded financial advisors who are looking to transition their practice when they retire.

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