Overview

Fee-based, independent, retirement income focused advisor, using a mix of fixed insurance and market based vehicles. Managing partner of a national retirement planning firm, looking to grow our Richmond office and market share in central VA.

Interested in becoming a successor and buying practices.

Last Activity
6 months or more

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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Resources
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