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Because we never know what will happen tomorrow, we assist our advisors in creating a succession plan for their practice that will provide beneficiaries and create a seamless transition for clients.  With both simple and complex agreements, we can make this often avoided process something that fits your needs.


We have also created a network and process to support our advisors in identifying and purchasing books of business.  This is a fast way to grow your business, but is often to identify opportunities and can be even more difficult to structure the agreements.  We will continue to leverage our multiple locations, organizational structure, and client service commitment to make our advisors attractive candidates for advisors looking to create a succession plan.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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