Planning to retire or sell your practice? We assist in succession planning that is created by you. If selling your practice, we will negotiate the terms that make sense for you and your clients.
Many advisors don’t know how to retire. Or worse they make a deal that doesn’t protect them or their family if something were to happen to them. You owe it to your clients and your family to put a plan in place that protects against all scenarios. Contact us today to schedule an introductory meeting so that all of your questions can be answered.
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9 South Long Beach Road
Rockville Centre, NY 11570