Opportunities for advisors approaching retirement

You’ve put everything into your business: building your book, nurturing relationships and earning your clients’ trust. You deserve to be well compensated and your clients deserve to receive the level of care they’ve come to expect.

With a proven track record of success, Krentz Financial Group can help ensure a seamless transition for your business and offer a competitive valuation, potential tax advantages and a smooth transition for your clients to a seasoned team focused on client satisfaction.

Considering independence? Independence offers a unique opportunity to align your business with your personal mission, enjoy the freedom to choose your clients and set your own fees – and with greater control comes the potential for greater rewards.

Considering retirement? If you’re starting to think about your own retirement, consider doing so at a practice that has the capacity, talent and experience to help your clients pursue their goals with confidence, offering the same sense of personal attention and dedication they’re accustomed to.

You help your clients plan for retirement every day. Now it’s time to plan for yours. We’d love to hear from you and start a comfortable, confidential conversation about the future of your business.

Please fill out the form below and we’ll contact you soon.