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How are we feeling after the webcast?
Great for the office, great for an afternoon hike.
1/26 Thread (General):
How does one do a back door Roth IRA?
Additional Posts in Succession Planning: Buy/Sell Practice
Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.
Anyone in metro DC looking to transition out?
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Is there a type or size of practice you are currently looking for?
10-40 Million AUM
Looking for 20-40 million. Would consider midwest or Florida