Planning your next chapter?
You spent a career earning your clients' trust. If retirement is on the horizon, let's talk about how TMB can carry those relationships forward, on your timeline and with your clients' interests first.
Your clients deserve a team that will still be here.
The hardest part of retiring from this business isn't the paperwork. It's knowing who will look after the families you've served for twenty or thirty years.
TMB has advisors in their twenties through their sixties, a full client service team, and a long record in Little Rock. Your clients get continuity, and you get a transition you can feel good about.
Built around you and your clients.
Your timeline
Step back gradually or all at once. We'll build the plan around when you want to go.
Clients first
Introductions, joint meetings and a careful handoff, so no one feels passed along.
Independence
As an independent RIA, we can structure a transition that fits your situation.
Local roots
Your clients stay with a Little Rock team they can visit, call and get to know.
Four steps, no pressure.
Every conversation is confidential. Every transition is different, and none are rushed.
- 01
A confidential conversation
Coffee or a call with Scott, William or Ben. Just getting to know each other.
- 02
Finding the fit
We talk about your clients, your service model and what matters most to you.
- 03
A written plan
Timeline, terms and a client introduction plan, put in writing before anything changes.
- 04
A careful handoff
Joint meetings, steady communication, and a team your clients will come to know.
Reach out in confidence.
Your inquiry goes directly to our principals. We won't contact your clients, your firm or anyone else.
Let's start with a conversation.
Thirty minutes, no obligation. Meet at our office on the river or by video.