Overview

I'm considering buying a book of business. I am a strong believer in Jesus Christ and would ideally like to buy a book of business from someone who has seen their financial planning for clients as service unto ___ putting the clients interest above ones own. I was a former youth pastor for 5 years and have now been in financial planning for over 5 years. I'm 33 and want to be in the business the next 30-40 years. I would like to buy a practice or consider being a successor. My AUM is about 30 million with about 30% Annuity, 10% Reits, 50% 3rd party managed money using low fee index/etf funds, and 10% life, LTC and disability insurance.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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