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


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...