Our Team

How many years away from retirement are you?

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.

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 timeframe from tomorrow to 1 year.

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 attrition risks and to reposition client assets to maximize your business value.

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 ourselves, and doing so by delivering an exceptional client experience.

Benefits

Stories