I own and run a comprehensive fee-based financial planning firm with approx. 18 employees, specializing in estate and income tax strategies for high net-worth business owners. We sell Premium Financed Life Ins, Fixed & Indexed Annuities, AUM, and work with Charitable Estate Planning.
I'm looking for opportunities and have 3 grown son's working with me in the business. I'm a retired 25 year New York Life Agent operating as an RIA in Redlands, CA. I'm semi-retired and constantly looking for opportunities to expand the Lindsey Financial Group of Companies.