You’ve spent decades building your financial services business and it very likely represents your largest asset. You have also developed relationships with your clients and care deeply about what happens to them after you retire. Our Legacy Advisor Program addresses both of those realities, allowing your business to continue working for you, after you stop working in your business and providing an experienced team of advisors to ensure your clients are well taken care of. Whether you’d like to retire immediately, phase out over a period of years or just scale back and stay involved, we offer tremendous flexibility with regard to your transition and compensation options, allowing you to retire on your terms. We’d love to answer any questions you may have about our program, please feel free to reach out to us and schedule a conversation.
Our Legacy Advisor Program offers the following advantages:

  • Legacy Pension program that can result in periodic payments that are competitive with the typical “Sunset” payout structure.
  • Lump sum payout options available
  • An experienced team of advisors, diverse in both age and background, to serve your clients for decades and serve them well.
  • Technology package that is designed to provide the flexibility to work from the office or to work remotely. We offer a Microsoft Service Pro with docking station and a VOIP customizable phone system that allows you to stay in the game from anywhere you have internet service.
  • Office provided for transition period with some flexibility regarding location.