Description: Sell Your Business – For Retiring Financial Advisors in Santa Cruz, Capitola and Aptos CA
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 professionals in helping local families make the transition from working life to enjoying retirement.