Description of the business for sale
15 year business specializing in financial planning & management for senior citizens advising on income maximization, Medicaid approval, VA pension eligibility & related products such as annuities & life insurance. Large client base with work split between fees & commission. Associated services eg wills, trusts are subcontracted to provide full service. Ideal business for CPA/attorney looking to expand their portfolio or financial planner moving to Florida. Seller will stay upto 3 years for transition
Description of the facilities
Furniture, fixtures, and equipment = 10000
Furniture, fixtures, and equipment included: Y