Succession planning is not an easy process, and requires significant time and preparation. There are many options to consider, such as getting your documentation in order, receiving a business valuation, transitioning of your clients and establishing buyer criteria.

We can help you preserve what you’ve worked so hard to build. If you’re ready to get started, fill out the form below and we can walk you through the ‘unfamiliar territory’ of succession planning.

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Voya FP Registered Rep Profile

What does a typical Voya Financial Advisors' registered rep look like?

  • Series 7, 63 and 65 or 66 licensed
  • At least 5 years of experience
  • Advisory-based business
  • CFP's are ideal