Ready to Retire.

The article offers strategies for wealth managers about retirement planning. A situation is presented involving Thomas Joyce, an owner of a boutique advisory firm in Sonoma County, California, who is trying to prepare a successor. It offers several advices from financial advisors including Philip Palaveev, president of Fusion Advisor Network, Chip Roame, managing principal of Tiburon Strategic Advisors, and Hellen Davis, president of Indaba Training Specialists.