As a Certified Financial Planner™ professional, our objective is to acquire two practices: 1.) An advisor who would like to retire within the next 5 years and establish a succession plan now by merging practices or just sell today. 2.) An advisor who recognizes the benefit of being independent and wants to obtain a higher payout, but yet be provided office space and support. We have over 2,700 sq. foot with multiple offices, conference room, two staff people, and an accountant on staff, etc.

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6 months or more