New Jersey

Ø  Young Client Base of Over 200 Households

Ø  Insurance Based With Recurring Revenue

Ø  Loyal client following with Advisor who will assist with transitioning clients

Southwest

Ø  Well established firm with Annual Revenues Exceeding $850k

Ø  Strong Team Available For Transition Assistance

Ø  Primarily in the 401k market

Pending Contracts in Texas, Montana, California

LIST YOUR PRACTICE HERE!!!!