Like their Clients, financial planners should consider preparing for their eventual retirement. Through its Succession Planning Program, Centaurus works with its registered representatives to develop a comprehensive succession plan designed to meet their retirement goals. This unique service includes:

• Developing an exit strategy
• Providing practice evaluation tools
• Listing their practice on Centaurus’ web-based listing site
• Providing financing for a portion of the purchase price
• Providing assistance from the firm’s Legal Department in completing the transaction

Centaurus Financial has a proud history of committing itself to investing in the success of its registered representatives. Our Succession Planning Program is just one more way that Centaurus “Invests in Your Success.”