Financial Advisor wanted to own their practice and seek a different compensation structure with higher potential payouts. They needed a dedicated support staff in planning and client services to expand their business and help their clients achieve their financial goals.
This case study is hypothetical and for discussion purposes only. It is not intended to represent any specific return, yield, or investment. Individual experiences reference above may not reflect the future experience of any client. The planning process discussed may not be appropriate for your personal situation, even if it is similar to the example presented. Past performance is no guarantee of future results. Investing involves risk including the possible loss of principal.
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