SUCCESSION PLAN FOR FINANCIAL ADVISORS
Professional Advantage
We have deep exposure and
experience working in estate
planning and real estate. We are
always focused on proper
positioning of our clients’ assets
for the process of wealth
transfer
Why Blade Financial
Blade Financial is a firm who will compensate you fairly for the business you’ve dedicated your life to build, and a firm who will continue your legacy, dedication to your clients, and implementation of innovative strategies. Our business is built on a foundation of thoughtful client relationships.
