Exit & Retirement Strategies, Inc. (ERSI) is an independent financial planning and wealth management firm founded in 2004. The firm operates with a "Family CFO" approach, providing comprehensive financial guidance to a select group of business owners, executives, and successful individuals. ERSI specializes in creating and implementing strategies for business succession, exit planning, retirement income, and holistic wealth management, aiming to help clients align their financial decisions with their personal goals.

Founded in

United States