Broker Check

Succession Planning

Your Succession Plan, Your Way

At Freedom Wealth Alliance, we have designed three distinct, turnkey succession options for you, your clients, and your team.

Transition your practice to our Hybrid RIA and experience the freedom of running your own business through an affiliation with us with an eventual and smooth transition out of the business.

Option 1

If you would like a semi-retired lifestyle, our “linger longer” model will give you the confidence you desire knowing you have the flexibility to define your work/life balance and that your clients will be taken care of.

Option 2

We will serve as your business successors when you want to retire, and/or if something unforeseen happens in your life. Develop the continuity plan that you and your clients deserve and avoid the disasters of financial advisors who pass without a plan in place for their families, staff and clients.

Option 3