Overview

Hello! Thanks for taking a moment to read our profile.

We are looking to purchase or merge with the right practices and would love the opportunity to confidentially meet in order to learn more about you, your clients and your business model to see if there is a good match.

Our practice is uniquely managed due to our individual specialties. Steve (my partner) specializes in comprehensive financial planning and asset management. He is very process oriented which drives consistency throughout our Team. He was named one of Forbes America's Top Next Generation Advisors for 2018 and 2019. I (Seth) specialize in business planning, through Qualified and Non-Qualified retirement plan consulting, management and implementation.

We have already successfully purchased, integrated and fully compensated for practices acquisitions already, so we have experience with the entire process.

Seth Bassoff
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http://___ or http://___

Our Team has over 35 years of collective experience between the two partners. We have the following designations: CFP®, CRPC®, ChFC®, APMA®, CRPS® and MBA.

Please either connect on this website or call me so we can have an initial call and proceed from there.

Last Activity
within 4 months

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