Overview

Our business is a partnership of three financial advisers who jointly own and manage clients and revenue. We focus on clients who are in or near retirement; our focus is helping such clients with a comprehensive Retirement Income Strategy. We wish to acquire a compatible business to which we could apply our same excellent service and comprehensive strategic approach. We will be able to acquire firm(s) with more than average upfront payment arrangements. Our age span and mix of genders help insure that we will be a good fit for a variety of clients.

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