President Nick Giacoumakis outlines how to develop and deploy a strategic plan to maximize enterprise value in his latest for @Kiplinger.

In a recent guest post in PLANADVISER, our founder and principal Nick Giacoumakis discusses the most common succession planning options for retirement plan advisers.

The New Hampshire state motto, “Live free or die,” is arguably one of the most memorable in the country with roots in the battleground of the American Revolution. Proudly emblazoned across license plates and memorabilia, the adage is not only championed by state residents, but has now taken on new meaning for the ultra-affluent outside of state limits as well.