Financial Advisor Creates Flexible Path For FA Retirement

Nicole Coulter of RIACentral.com features Joe Heider, president of Cirrus Wealth Management, in an article about his growth plan, which includes attracting advisors who would like to merge with him and eventually retire, without giving up their business right away. “I’m looking for advisors not necessarily wanting to retire in the next year or two but who want to pursue a glide path over the next five to 10 years,” he says.