Jerry Goss, Managing Partner of Goss Wealth Management, was looking for a firm to help him achieve his vision of independence, including a succession plan that gave his clients peace of mind. LPL Financial worked with Jerry and his son, Alex, to create a succession plan that maintains the cohesive vision and investment philosophy that their clients desire.

Learn how to create a succession plan to help fully realize your practice’s value and ensure continuity on your terms by downloading our white paper, “A Plan of Your Own” https://goo.gl/jKivel

LPL Financial and GWM Advisors are separate entities.