Overview

I currently run a Holistic Practice were I do comprehension planning for my clients. I specialize in building wealth for clients through numerous channels as well a minimizing risk to themselves and their families. I have a great understanding of estate, insurance and fee based planning. I would like to acquire or help with the succession of another similar book. I have recently gotten out of a management position, and would like to grown my practice with the purchase or merger of other practices

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within 3 months

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