Have you been sold? 🤔 😟

We are seeing a lot of clients whose advisers are retiring. 🏖️ Good for them! After all, that is what we all work hard for.

Generally, in this circumstance, the adviser will move their clients to another firm. Oftentimes, the client doesn't get a say in who or where that new firm is.

If you've been sold or moved and are looking to build a new trusted adviser relationship, we are always happy to tell you more about TP Financial Solutions and our advisers.

And don't worry - it's a way off our retirement yet 😉