Broker Check

Succession Planning

January 05, 2023

At Queen City Financial Advisors, we have made succession plans a priority!


Do you have an exit plan for your 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?


Are you looking to increase your practice by buying a successful business?

You are not alone.  The best piece of advice is to consult with professionals who have a history of successfully assisting with such deals.


The combined experience and support of Queen City Financial Advisors and Securities America/Advisor Group can be just what you need to achieve your goal.  Whether that is to potentially grow or begin to plan your exit.  Check out to see the resources we have access to.


We are seeking advisors needing a change for the better! QCFA and SAI offer a flexible partnership, a fully independent foundation, assistance with buy/sell of practices along with great support.  I would love the opportunity to discuss briefly with you the opportunity to join one of the top independent branches at one of the top individual broker dealers in the industry.


Call me direct at (513) 314-2258 for a 30-minute confidential conversation.  Thank you in advance for your consideration and I look forward to making a connection.