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Both Commonwealth and NFS have business continuity plans to protect your account data. These continuity plans are mainly technology focused.
Tucker Bria recognizes that you also need the continuity of advice should both Pat Bria and Jim Tucker become unable to continue in their roles of serving your wealth advisory needs. We are confident that our process outlined below is better than what we observed in our previous large firms. Typically, their process was that a computer distributed your accounts with minimal matching of your needs with the competencies of your new advisor.
Neither Jim nor Pat have any plans to voluntarily retire in the foreseeable future.
However, for your comfort and knowledge the following advisor continuity process is in place:
Please let us know if you have any questions on our advisor continuity plan.