Overview

Independent Financial Advisor with 25 years of experience running a successful practice looking to acquire a practice. I provide comprehensive financial planning to my pre-retiree and retiree clients specializing in the retirement income and legacy planning phases. Seeking to purchase or partner with an established practice where I could bring value in the areas of multi-phase guaranteed income planning, wealth management and risk management.

Market
Insurance
Last Activity
within 2 months

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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