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 a very simple process and revolves around completing a buy-sell agreement to ensure a win-win: ensure your clients are taken care of and in good hands, and that your family is taken care of financially.