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It highlights market context that many advisors lack formal succession plans, then describes the firm’s history since 1985, RIA affiliation, team credentials, and scale serving 950+ families with 1.1B+ in assets. 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The firm emphasizes comprehensive financial planning by reviewing nearly every aspect of clients’ financial lives.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},353753,1792160370,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":9,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},1374404730887,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Financial Planner Seeking Retirement Succession Plan Center for Financial Planning, Inc.  \nAccording to a 2018 by the Financial Planning Association and Janus Henderson Investors, 73% of advisors lack a formal succession plan, even though more than one third of advisors are planning to exit the profession over the next 10 years.  \nIf you are seeking to align with a comprehensive financial planning team as part of your retirement transition plan, please read more about The Center to see if we could be a good fit for you and your clients.  \nAbout Us  \n• Center for Financial Planning, Inc. was founded in 1985 and is a Registered Investment Advisor (RIA) and affiliated with Raymond James Financial Services  \n• 27 person, collaborative team that includes 10 client facing financial planners who all possess the CERTIFIED FINANCIAL PLANNER™ designation  \n• The Center currently serves over 950 families and manages over $1.1B in client assets  \n• Our mission is simple – “Improving lives through financial planning done right”  \n• Our target client is between the ages of 50 and 65 with investable assets of at least $500,000  \n• Our team focuses on comprehensive financial planning – this means we review and provide advice on virtually every aspect of one’s financial life  \nWhat We Offer  \n• Partnering with The Center as part of your retirement transition plan allows you to focus on client service, business development and successful client transitions  \n• Track history of successfully transitioning firm founders and a retiring advisor while maintaining client stability and business continuity  \n• History of developing people, building careers and capacity  \n• Passionate team with capacity to serve your clients at a high level upon your retirement  \nQualifications  \n• Be at least two years and no more than five years from retirement  \n• Assets under management minimum of $50M  \n• Revenue of at least $200,000 with fee structure primarily from fee based accounts  \n• Must have clean U4/U5  \n• Similar investment philosophies  \n• Provides comprehensive financial planning advice to clients  \n• Experience with Tamarac CRM, Tamarac Reporting and MoneyGuidePro – helpful but not required  \nCulture  \n• We hire and reward upon our core values – click here to check them out to ensure we would be a good fit for you  \n• Our job is serious, but we make having fun at The Center a priority! Ex . Fowling, curling, whirly ball, kick ball, chili cook offs, happy hours, Halloween costume contests, family picnics, charitable team events, etc.  \n• Driven, competitive group of professionals who are always seeking ways to learn and grow themselves AND the firm  \n• Various internal committees focused on improving our team experience (social, health and wellness, charitable, technology, creativity, etc.)  \nAwards & Recognition  \n• Recognized by Crain’s as one of Michigan’s Cool Places to Work (2019, 2018, 2017) an annual ranking of Michigan’s best work environments based on factors such as benefits, policies, perks and engagement as measured by employee and employer-based surveys  \n• Recognized by InvestmnetNews as a Best Place to Work for Financial Advisors (2019, 2018), an annual ranking recognizing financial advisory firms for outstanding human resources practices and policies  \n• Recognized in Financial Times Top 300 Registered Investment Advisors (2018, 2017, 2016, 2015), an annual ranking determined by the RIA’s AUM, growth, company age, industry certifications, compliance and online accessibility  \n• Click here to learn more about our team and individual awards and recognition  \nFor a confidential conversation, please call or e-mail Managing Partner, Tim Wyman:  \n[E-mail:](E-mail: Timothy.Wyman@centerfinplan.com)[ ](E-mail: Timothy.Wyman@centerfinplan.com)[Timothy.Wyman@centerfinplan.com](E-mail: Timothy.Wyman@centerfinplan.com)  \nPhone: 248-948-7900  \nInvestment News “2019 Top 50 Best Places to Work for Financial Advisers”, April 2019. The Best Places to Work ","cbCaiiwXi2RayLxX","https://ap.wps.com/l/cbCaiiwXi2RayLxX","pdf",210853,"English","# About Us\n# What We Offer\n# Qualifications\n# Culture\n# Awards & Recognition\n# Contact","[{\"question\":\"What retirement transition opportunity does the Center for Financial Planning offer?\",\"answer\":\"It offers partnership as part of a retirement transition plan, focusing on client service, business development, and successful client transitions while maintaining stability and continuity.\"},{\"question\":\"What qualifications are required to be considered?\",\"answer\":\"Candidates should be 2–5 years from retirement, have at least $50M in assets under management, at least $200,000 revenue with fee-based accounts, a clean U4/U5, similar investment philosophies, and experience providing comprehensive financial planning.\"},{\"question\":\"Who is the Center’s target client and what does the firm emphasize?\",\"answer\":\"The target client is between ages 50 and 65 with investable assets of at least $500,000. The firm emphasizes comprehensive financial planning by reviewing nearly every aspect of clients’ financial lives.\"}]","Center for Financial Planning - Financial Planner Seeking Retirement Succession Plan | PDF",1790107064]