Broker Check

Business Continuation and Succession Planning

August 13, 2023

At Queen City Financial Advisors, we have made business continuity and succession plans a priority for each of our advisors! 

 

Do you have an exit plan from you financial services business?

One day, because of death, disability or retirement, you will exit your business. Do  you have a plan in place to protect yourself, your heirs and your clients?

 

Our goal is to have our financial Advisors and their clients sleep better at night because they know that if something happens to them their clients and their accounts will still be taken care of.

 

We are seeking advisors needing a change for the better!

 

QCFA and SAI offers a flexible partnership, a fully independent foundation, marketing assistance, assistance with buying and/or selling a practice and great payouts.

 

I would love to discuss with you the opportunity to join one of the top branches at one of the largest independent broker dealers in the industry.