Are you a local financial advisor looking to retire and need someone to take care of your clients? We can help.

You have spent years growing and cultivating your financial services business. You have hand-held your clients through multiple financial crises. You have shared their financial and emotional burdens and delights. You have seen them through the births, the marriages, the divorces and the deaths. But now it is time to take care of yourself and your family.

You are thinking about your own retirement. You are looking forward to the day when you can relax, choose to ignore the phone and travel whenever you please.

We are a husband-and-wife team continuing to expand our comprehensive wealth management practice. We are experts in helping local families make the transition from working life to enjoying retirement.

If you are asking yourself these questions, we should talk:

  • How can I get a fair valuation for my financial services firm?
  • Will it be enough to fund my retirement?
  • Who will take good care of my long-term clients once I retire?
  • What will I do with my spare time once my financial clients are taken care of?

You should be financially rewarded for all the years that you put into the business. You should get a fair return on your investment. And of course, you need to take good care of your loyal clients.

We specialize in retirement planning and are looking to acquire successful financial service firms in Aptos, Capitola, Soquel, Santa Cruz and Scotts Valley. If you would like to have a discrete talk about the value of transitioning your practice, please give us a call.

We have the backing of Raymond James, a conservative regional financial services firm founded in 1962. We have enjoyed working independently with the company for more than 23 years. Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Call Us Today for a Discrete Conversation about Transitioning Your Financial Services Business.