THE FUTURE OF YOUR FAMILY AND YOUR FIRM
Just as it is essential for clients to anticipate and prepare for developments in their lives, so is preparing your family and firm for future developments. Our office has over the years grown organically through client referrals, in addition to, several successful acquisitions. Whether your priority is to enable your own retirement or reduce involvement, we can help you develop a succession plan intended to serve your clients’ best interests—as well as your own. You have worked hard to grow your practice, now what’s your plan to secure your legacy?
TRANSITION TYPES
Taking the time to focus on a succession plan now, will make all the difference when it comes to creating a legacy that far outlasts your career. For those of us in the financial planning profession, we spend our days planning for the future. The future of our clients, our family, and our staff. Your ability to transfer the confidence your clients place in you, is determined by how confident you are with the group that you select. Whether it be a full succession or a gradual passing of the torch, we have the space, team, and flexibility to assure a seamless transition.
THE PATH TO TRANSITION
Partnered leadership and communication are the paramount qualities of our successful succession strategies. It’s important for our teams to collaborate strategies that welcome clients as transparently, directly, and honestly as possible.