Overview

Our firm does business succession, estate planning and tax mitigation work for high income and high net worth individuals. I have been in the business for 28 yrs. Our primary source of revenue is life insurance. We want to buy or merge with a practice to build AUM and to create synergistic opportunities. Most of our current AUM is 401k business. To date, we have not actively pursued individual AUM accounts. We have acquired a large individual life insurance book in the past.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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