Helping Advisors put the Success back into Succession Planning

 

 Selective provides a better path to retirement for independent financial service firms (both RIA & Broker/Dealer).  Our unique succession model ensures that clients are valued and served, while creating a predictable and profitable path to retirement.

 
 

What we do

Find out about who we are and how we support advisors in creating a legacy for both their clients and their families.

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Take Action

Let's schedule a brief conversation to determine fit and we'll provide you with an actionable plan at no cost.

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