MERGER PLAN – JOIN SOMETHING BIGGER THAN MYSELF

Merger Plan – Join Something Bigger Than Myself For the slightly younger advisor who wishes to join a team of quality advisors looking to grow and learn from each other. We believe in hiring only A+ team players who share our desire to build something greater than...

SUCCESSION PLAN – GRADUAL RETIREMENT

Succession Plan – Gradual Retirement For the advisor looking to take a more strategic and gradual approach to their retirement. Our plug-and-play model delivers support to a retiring advisor while effectively freeing up your time to position for exit strategy, remove...

ACQUISITION PLAN – IMMEDIATE RETIREMENT

Acquisition Plan – Immediate Retirement For the advisor looking for an immediate buy/sell agreement and wants to transition out immediately to enjoy retirement. We offer a program that focuses solely on transitioning your client relationships over your desired...

CONTINUITY PLAN – UNDECIDED

Continuity Plan – Undecided Our focus is to provide a turnkey continuity succession plan for the advisor who is not ready to make any moves, but who needs to establish a backup plan to protect against catastrophe and provide for clients, staff, and loved ones. This is...