Retirement/Succession Planning

Your clients are unique and your succession plan should be too.  We work with you to develop a customized plan that is in the best interests of your clients and your future.


We have developed an integrated financial technology package that utilizes industry-leading software from financial planning to performance reporting.


We have a full-scope transition team available to assist in every aspect of the process. We collaborate on how best to handle the transition of your clients to a new relationship, the level and time of your involvement, how we can enhance their overall experience and what we need to do to understand and deepen the relationship.


Lump-sum or annuitized?  You’ve spent years consulting with your clients and their CPA’s on how to minimize their taxes.  Shouldn’t you do the same for yourself?  We will work with you to customize a retirement transition compensation package that is in your best interests.