![]() ![]() ![]() The team at AQuest helped me transition my business so I could focus on my own personal retirement. Transitioning a business has many facets to consider. With Jason and AQuest, I found a partner that I could trust to work with me. The amazing staff at AQuest was able to transition almost 90% of my clients to LPL in 5 weeks. They provide the customer-centered focus that my client base deserves, while also enabling me to develop a customized strategy for my transition out of the industry. I'm so happy that I decided to work with Jason and the AQuest Wealth team to help me transition to retirement. The AQuest team's process was easy, effective and able to adapt to this unique circumstance. Jason's knowledge and experience in the succession process allowed him to create a plan that the advisor was comfortable with, as well as produce and sign a contract that provided the surviving spouse the full asking price for the practice in an extremely limited window of time. Jason had been talking with a retiring advisor in my OSJ about a succession plan when the advisor became terminally ill. The AQuest team's combination of old fashioned face-to-face meetings and sophisticated technology made providing quality service to my clients a breeze, even from 550 miles away! Not only did I receive one financial advisor for my entire practice plus a dedicated admin and paraplanner to speak with, they also had access to new tax and estate planning teams. After meeting Jason through a mutual colleague, we began to craft not only a unique succession strategy for my unique needs, but also about service model delivery for my clients. My practice is based in the upper peninsula, and as retirement inched closer I become more and more concerned about finding a quality advisor to care for my clients. ![]()
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