Financial Partners Group

CONNECT

Address:

10220 North Illinois Street
Indianapolis, IN 46290

Phone:

317-663-4501

Succession Planning

 

 

 

 

 

Financial Partners Group believes in supporting our advisors from the beginning of their career with us to the end. We want to make sure our advisors feel that their practice is in good hands when they choose to retire. Jamie, Price, President and CEO of Advisor group talks about how we do just that.

“We’re essentially the facilitator in the middle helping them knock down the issues as it relates to finance, structuring, finding the right partner, what do they need to think about, how would they transition a book over, what period of time would they want to do it, etc,” says Jamie Price.

For more information on succession planning please contact Todd Fulks, JD, Sr. Vice President Succession Planning & Business Acquisition at Advisor Group.

 

 

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Check the background of this financial professional on FINRA's BrokerCheck